Entries by WGAlaw

Legal Resolutions for the New Year

A New Year’s Resolution for Your Family’s Future As a new year begins, many of us set goals for our health and finances. But one of the most powerful resolutions you can make is to ensure your legal affairs are in order, providing security and peace of mind for your family. Personal circumstances, state laws, […]

Attorney at Law Magazine Names Bill Alexander Estate Planning Attorney of the Month

A Legacy of Recognition in Estate Planning and Elder Law For a law firm, true distinction comes not from a single achievement, but from a consistent, long-term commitment to client success and professional excellence. At W.G. Alexander & Associates, we are proud that our firm’s leader, Bill Alexander, has been recognized by his peers for […]

Gifting with Financial Powers of Attorney

Is Your Power of Attorney Powerful Enough? The Hidden Dangers of Gifting Limits Many people believe that once they have a General Durable Power of Attorney (POA), their appointed agent can do “anything” needed to manage their financial affairs. This is a dangerous misconception. In reality, a POA only grants the specific authority written within […]

Finding the Right Professionals

Building Your Team: Why the Right Professionals Matter A successful life plan often requires more than just good intentions; it requires a team of dedicated professionals working together. An experienced attorney, a knowledgeable financial advisor, and a detail-oriented CPA each play a critical role in ensuring your financial and legal affairs are structured correctly. However, […]

Gifting Tips for Seniors

Gifting for Seniors: A Guide to Avoiding Costly Mistakes Many seniors wish to share their financial success with their loved ones by giving gifts during their lifetime. While this generosity is admirable, it’s a path filled with hidden financial traps. Without proper guidance, a well-intentioned gift can lead to unexpected taxes, jeopardize eligibility for long-term […]

Asset Protection Today: The Holiday Edition

The Holidays: A Time for Family, Festivities, and Future Planning Family gatherings, especially around the holidays, are more than just a time for celebration. They offer a unique opportunity to connect with senior loved ones and gently assess their well-being. It is often during these visits that family members, particularly those who live out of […]

Small Business Insight with Bill Davis

Beyond the Balance Sheet: The Advisory Team Every Business Owner Needs Business owners are driven, intelligent, and resilient. However, the journey of entrepreneurship can be isolating, and the challenges faced often cannot be solved by one person’s perspective alone. To break through roadblocks and achieve sustainable growth, it is essential to build a trusted team […]

Asset Protection for Same-Sex Spouses

Asset Protection for Same-Sex Couples in North Carolina The journey to marriage equality was long and hard-fought. Now that it is the law of the land, same-sex couples in North Carolina have access to the same powerful legal and asset protection tools as all other married couples. While these rights are now universal, for many […]

Medicare Open Enrollment Leads to Increased Senior Scamming

Navigating Medicare Open Enrollment and Avoiding Scams Each year, the Medicare Open Enrollment period, running from October 15 to December 7, presents a critical opportunity for seniors to review and adjust their health coverage. It’s a time to make important decisions about Traditional Medicare, Medicare Advantage, and prescription drug plans. Unfortunately, this period of complex […]