Leaving a Meaningful Legacy

Robin Williams recently passed away, leaving behind an important legacy through his movies and comedic performances. Because Williams was famous, his legacy is recorded and will touch the lives of generations to come. However, we all have our own legacies that we can pass on to those who come after us, but we may need […]

Asset Protection for You & Your Family

All families should implement an overarching plan to protect their assets. Unfortunately, most families fail to first consult an experienced attorney for good legal advice regarding how their estate plan and legal documents interconnects with their insurance and financial needs. As a result, most families end up with a hodge-podge of assets with various title […]

Newsworthy Celebrity Planning

Occasionally, we will see unique stories of celebrities and how planning, or lack of it, makes a big difference. These stories in the press act as examples of either good or bad real world planning. By putting a proper plan in place, you can achieve your goals and leave what you want, to whom you […]

Supporting our Veterans

The Veterans Administration has received lots of negative attention in the press over the past several months. First, the public became aware that VA hospitals were filing false paperwork regarding the scheduling of medical appointments that made it appear to officials in Washington that they were meeting specific deadlines and timely seeing patients when in […]

Investing in Long-Term Care Insurance

Many people don’t realize that purchasing long-term care insurance is one of the best investments to protect themselves for the future, as the likelihood of facing a long-term care crisis is high, and most families cannot afford to self-insure. Unfortunately, long-term care insurance often isn’t on people’s radar until a long-term care crisis happens to […]

Staying Independent this Fourth of July and Beyond

Many families are returning from the Fourth of July holiday after visiting with loved ones they may have not seen in some time. Holidays, such as the Fourth of July, are an important time for loved ones to get together and sometimes assess the best way to help aging family members stay independent. In the […]

Planning for the Inevitable

Death is not a fun topic to discuss, but it’s a sure thing for us mortals. Ben Franklin quipped that “the only thing sure in life is death and taxes,” and we talk about taxes all the time. The problem is that most people avoid talking about death-related issues, despite the fact that death is […]

Planning for Unmarried Couples & Remarriage Issues

There are many reasons why people remain unmarried today, whether because of children from a prior marriages, high income taxes, or outstanding debt. Regardless of the reason, it is important that unmarried couples plan ahead. Many seniors, whether widowed or divorced, are unsure about marrying again. Our clients often have concerns about protecting their children […]

Planning that Works

At W.G. Alexander & Associates, we pride ourselves on planning that works—that is, plans that result in your loved ones receiving your property the way you want and when you want with the least tax liability and the lowest administrative fees. However, good planning is more than just having the right documents in place. Sometimes […]

Choosing the Right Agent

We frequently advise clients that having the right documents in place, such as general durable powers of attorney and health care powers of attorney, helps to protect your assets in the event that you cannot make decisions on your own. However, how well your documents work will depend entirely on how well you have selected […]