In the first episode of a two-part series, Bill discusses what it was like to lose his brother, who dealt with a long life of health struggles. He offers tips to help those who may be going through a similar experience, and provides insight on what to expect during the process of losing a loved […]
The foundation of asset protection is not just to have good legal documents or legal advice, though those things are important. It is to have good liability insurance. Don’t skimp! Most people skimp on insurance because they want to pay a lower monthly rate. However, it is important to have more than just the minimum […]
Losing a loved one is never easy. We all experience grief in different ways. Sadness, numbness, and depression are just a few of the emotions we experience. It is important not to make any major decisions too quickly, and to take time to think clearly again. Six months to one year works best for most […]
Bill explains what the Programs of All-Inclusive Care for the Elderly (PACE) program is and how it can benefit seniors who have serious disabling conditions that would normally require nursing care. Who qualifies and what benefits does the program provide? Listen to the episode below for those answers. Check out this episode!
Bill has a loved one dealing with a healthcare crisis. In this episode, he explains the steps to take to ensure your assets are protected when in a healthcare crisis. Check out this episode!
Many of us are still thinking about our New Year’s resolutions, which can be overwhelming. It doesn’t have to be! A good way to narrow down your resolutions is to pick one goal for each important area in your life. For most, this includes our health, finances, and planning for the future. According to Dr. […]
At W.G. Alexander & Associates, we know that the power of attorney is the most important document that a client can have. In terms of doing estate planning, asset protection planning, and looking into Medicaid and VA benefits (Aid and Attendance) options available to a client, the power of attorney can either help or hinder […]
In this episode, Bill explains that life insurance can be both a savings and asset protection tool. He goes over the difference between term life and whole life policies, gives his take on which of the two types of policies he prefers. Check out this episode!
It can be difficult to anticipate the need for long-term care and the financial burden that comes along with it. Unfortunately, many families wait too long to plan for this possibility, and financial assistance can be difficult to obtain without the proper documents. This leaves the caregiver, whether it be a spouse or a child, […]
Making investments and understanding risk can be overwhelming. This is why many people choose to rely on a financial adviser to help manage their investments. However, it’s important to know that your financial adviser is only as good as the tools that he or she has at their disposal. In this episode Bill explains why […]
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