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.
info_outline
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.
info_outline
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.
info_outline
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.
info_outline
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.
info_outline
401K Mistakes
Asset Protection Today with Bill Alexander
Bill describes how 401K retirement accounts work and how to avoid some common mistakes.
info_outline
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.
info_outline
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.
info_outline
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.
info_outline
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_outlineIn our previous episode, we told you how all families should implement an overarching plan to protect their assets. But what should you do if you have no family?
You will still need the right kind of legal documents and you will need to make some choices when it comes to trusted individuals. For these reasons and many more, you need an experienced planning attorney who will advise you regarding all the various options and strategies for your unique situation.
In this episode, Bill explains how family dynamics change for those who have no living family members.
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 here, or call us at (919) 256-7000.