When To Convert A Retirement Account To An IRA
Asset Protection Today with Bill Alexander
Bill goes through scenarios of when it makes sense to convert a retirement account to an IRA.
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When To Retire
Asset Protection Today with Bill Alexander
Important concepts to consider before you retire and how to set yourself best for asset protection in retirement.
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After Caregiving
Asset Protection Today with Bill Alexander
Bill continues his conversation with Diane Surgeon as the subject shifts to what you need to do once your caregiving journey has concluded.
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Caregiving Respite
Asset Protection Today with Bill Alexander
Bill welcomes attorney Diane Surgeon to discuss how taking care of yourself when in a caregiving role is an essential part of life planning.
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Minimum Required Distributions
Asset Protection Today with Bill Alexander
Bill breaks down what you need to know about taking money out of a retirement account, before and after retirement.
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401K Mistakes
Asset Protection Today with Bill Alexander
Bill describes how 401K retirement accounts work and how to avoid some common mistakes.
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Long-term Care Options
Asset Protection Today with Bill Alexander
Bill dives in to the options and costs of the various forms of long-term care that are available.
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Umbrella Insurance
Asset Protection Today with Bill Alexander
Bill explains what umbrella insurance is, how it should be used, how much you should have and why it's more important than you think.
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The SECURE Act
Asset Protection Today with Bill Alexander
Bill explains how a potential new piece of legislation could create major changes for retirement accounts.
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Asset Protection with Revocable Trusts
Asset Protection Today with Bill Alexander
Bill goes into detail on how trusts work and how revocable trusts can be used in your asset protection plan to protect your assets from uncertain family dynamics.
info_outlineBasic asset protection planning consists of four main components to make sure you are well protected.
The first and most important component is a good liability insurance policy—and that normally means an umbrella policy to give you adequate coverage. You need to take care of this component first, which makes the other components work. Secure the policy before the fact and before it is too late.
Also in this component is auto insurance. In this episode, Bill tells the story of one client who had a wonderful asset protection plan unraveled by a mistake with auto insurance. Bill also explains the importance of having "Med Pay" in your policy.
If you or your loved have questions about asset protection, or would like to know more about government assistance programs such as Medicaid, Veteran’s Benefits, or other Special Needs programs, consider W.G. Alexander & Associates – we are experienced attorneys who offer a unique blend of asset protection, Elder Law and estate planning. You can also attend our free seminars, learn more through our website at www.wgalaw.com, or call us at (919) 256-7000.