Asset Protection Today with Bill Alexander

Important concepts to consider before you retire and how to set yourself best for asset protection in retirement.

Bill continues his conversation with Diane Surgeon as the subject shifts to what you need to do once your caregiving journey has concluded. 

Bill welcomes attorney Diane Surgeon to discuss how taking care of yourself when in a caregiving role is an essential part of life planning.

Bill breaks down what you need to know about taking money out of a retirement account, before and after retirement.

Bill describes how 401K retirement accounts work and how to avoid some common mistakes.

Bill dives in to the options and costs of the various forms of long-term care that are available. 

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. 

Bill explains how a potential new piece of legislation could create major changes for retirement accounts. 

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. 

When thinking of gifts to leave for grandchildren, Bill shares why he believe life insurance is the way to go over college funds. 

Bill explains why a medical release should included in your legal documents and the problems it could present for your family and loved ones if you don't have one. 

Bill shares a story of how family dynamics and unravel your planning, and how that can be avoided with trust-based planning.

Bill explains what a stretch IRA is and the two major benefits that it provides. 

Bill explains the importance of the legal document known as the digital release. Not having one can create a nightmare when it comes to finding and managing a loved one's online assets. 

Bill exposes pitfalls and unforeseen expenses that can bust your budget when you're on a fixed income in retirement. 

The will is one of the most misunderstood legal documents. In this episode Bill explains why it's a bad idea to write your own will without professional help, but also addresses what needs to be done if you choose do it anyway. 

In our final installment of our series on VA benefits, Bill walks us through the application process. 

In the second episode of our three-part series, Bill explains what the VA Improved Pension Program is, how to qualify, and what the spousal benefit is.

Bill goes in-depth on potential veterans benefits, explaining why navigating the waters of the VA is so difficult and why it is nearly impossible (by design) to do without professional help.