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What is a real estate exchange?

Asset Protection Today with Bill Alexander

Release Date: 11/16/2018

Umbrella Insurance show art 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 show art 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  show art 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. 

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Using Life Insurance as a Gift show art Using Life Insurance as a Gift

Asset Protection Today with Bill Alexander

When thinking of gifts to leave for grandchildren, Bill shares why he believe life insurance is the way to go over college funds. 

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Medical Release show art Medical Release

Asset Protection Today with Bill Alexander

Bill explains why a medical release should included in your legal documents and the problems it could present for your family and loved ones if you don't have one. 

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Trust-Based Planning show art Trust-Based Planning

Asset Protection Today with Bill Alexander

Bill shares a story of how family dynamics and unravel your planning, and how that can be avoided with trust-based planning.

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The Stretch IRA show art The Stretch IRA

Asset Protection Today with Bill Alexander

Bill explains what a stretch IRA is and the two major benefits that it provides. 

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The Digital Release show art The Digital Release

Asset Protection Today with Bill Alexander

Bill explains the importance of the legal document known as the digital release. Not having one can create a nightmare when it comes to finding and managing a loved one's online assets. 

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Retirement Budget Busters show art Retirement Budget Busters

Asset Protection Today with Bill Alexander

Bill exposes pitfalls and unforeseen expenses that can bust your budget when you're on a fixed income in retirement. 

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What To Know About Writing Your Own Will show art What To Know About Writing Your Own Will

Asset Protection Today with Bill Alexander

The will is one of the most misunderstood legal documents. In this episode Bill explains why it's a bad idea to write your own will without professional help, but also addresses what needs to be done if you choose do it anyway. 

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More Episodes

Real estate can be an excellent investment under the right circumstances. When it comes to owning an investment property, what are your options when you're interested in moving on? In this episode, Bill explains the concept of the real estate exchange, a method of replacing one investment property with another, without having to foot a major tax bill. 

 

There are risks involved with any type of real estate purchase. The most important thing is to get advice from professionals before purchasing any property. Knowledgeable real estate agents, financial advisors, and home inspection professionals are invaluable for their help and knowledge. Understand what factors are involved in your decisions and what your long-term goals are before you make any purchase.

W.G. Alexander & Associates discusses the Veterans Pension in more depth, along with other assistance programs, during our free seminars every second Wednesday of the month at Independence Village of Raleigh at 2:00pm and 6:30pm. Register for our free seminars through our website at www.wgalaw.com, or call us at (919) 256-7000.