It is very important to have a strong foundation for asset protection and estate planning. Estate planning and asset protection are comparable to building a house – you must have a strong foundation to have a house that will withstand the test of time. If your house is built on sand, then it will collapse! […]
In elder law and asset protection, trusts are used frequently as a significant planning tool. There are many different kinds of trusts that are used for different purposes. Most homeowners have a trust already without knowing it. For example, if you have a mortgage on your house, then you have a “deed of trust” on […]
It is common today to see advertisements of senior couples in the golden years of their retirement happily enjoying their time together without any worries or stress. The reality, however, is that our retirement years may not go exactly as we have planned, especially if we face an unforeseen health crises. In order to prepare […]
Attorney Bill Alexander discussed these issues and more this past Tuesday on W.G. Alexander & Associates’ radio program, “Asset Protection Today,” on TalkRadio 850 WPTF (AM). Be sure to listen every Tuesday morning from 9:00-10:00 AM. Electing when to take your Social Security benefits is a mathematical formula tempered by your own expected longevity, which […]
Attorney Bill Alexander discussed these issues and more this past Tuesday on W.G. Alexander & Associates’ radio program, “Asset Protection Today,” on TalkRadio 850 WPTF (AM). Be sure to listen every Tuesday morning from 9:00-10:00 AM. Failing to collect your Social Security benefits at the right time may cost you tons of money over time. […]
Gifting, while appreciated and enjoyed by the recipient, can create unexpected problems. Most people know that they can make gifts of $14,000 per person per year without filing a gift tax return. But, most donors do not know that every person can gift $5.25 million over their lifetime without paying any gift tax; however, large […]
Tovah Mitchell will be presenting at Morgan Stanley’s Weath Wisdom for Women event titled “Elder Law: What do I need to know?” The event will be held on Wednesday, June 19th, 2013, from 11:30 AM to 1:00 PM at the Morgan Stanley Board Room on Spring Forest Road in Raleigh, NC. The event and lunch program are both […]
Tovah Mitchell will be at the March 2013 meeting of “A Slice of Life: Coping When a Healthcare Crisis Becomes Your Family Reality.” The moderator for this session will be Becky Sansbury. The topic of this meeting is “What can Patients and Family Members expect from a Care Coordinator? Pulling Together the Many Pieces of […]
Tovah Mitchell and Barbara R. Krasner will be presenting at “A Slice of Life: Coping When a Healthcare Crisis Becomes Your Family Reality.” The meeting will be held on Thursday, February 7th, 2013, from 7:45 AM to 9:00 AM at the Cardinal Club in Downtown Raleigh. The ticket charge is $5 for Members (non-breakfast club) and $9.95 for Non-Members. […]
Social security numbers (SSNs) are not random numbers. They are assigned regionally and in batches. The nine-digit SSN, which has been issued in more than 400 million different sequences, is divided into three parts: Area numbers – The first three numbers originally represented the state in which a person first applied for a […]