W.G. Alexander & Associates, PLLC

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W.G. Alexander & Associates, PLLC Estate Planning and Elder Care Law
Raleigh, NC | wgalaw.com Please visit www.wgalaw.com for more details regarding the services our firm provides.

10/19/2026

"Move in with me and take care of me, and I'll give you the house."

It sounds generous, but Bill Alexander says it can be unfair to the other children. What if Mom passes away three months later? The caregiving child gets the whole house, and everyone else gets nothing.

His preferred approach: a caregiver contract at a reasonable monthly rate, with a promissory note and a security agreement on the house. If the care goes on for years, the caregiver is paid fairly, even if that adds up to more than the house is worth. If it doesn't, there's no windfall.

🎥 Watch the full episode here: https://youtu.be/__97d6ue4Fo

10/15/2026

She was clearly lucid. But her niece used a healthcare power of attorney to place her in assisted living anyway, after already taking $40,000 of her money.

In this clip, Bill Alexander explains why who you appoint as your agent matters so much. When the person managing your care also stands to inherit, there can be a real conflict of interest: spend less on you, and there's more left for them. Good estate planning protects you during your lifetime first, then passes what's left to your loved ones the way you want.

🎥 Watch the full episode here: https://youtu.be/YKnr6ophb2Y

A transfer made for estate planning purposes can have consequences for long-term care planning.Giving property to a chil...
10/14/2026

A transfer made for estate planning purposes can have consequences for long-term care planning.

Giving property to a child, changing ownership of an account, or moving assets into a trust may influence taxes, Medicaid eligibility, and the resources available during later life. Reviewing each decision within the full financial and family picture can help prevent one planning goal from interfering with another.

Our newsletter explores connections like these each month. Sign up for updates.


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10/13/2026

Most people think estate planning is about where your property goes when you die. Bill Alexander says the harder part is who will take care of you while you're still alive.

In this clip, he explains how to choose the agent for your power of attorney and your healthcare decisions. The oldest child isn't automatically the right choice, and neither is the one who lives closest. The only test that matters: who is absolutely reliable and trustworthy to always act in your best interest? And if no family member meets that bar, Bill says you shouldn't appoint one.

🎥 Watch the full episode here: https://youtu.be/zrFe3uf9Pd8

10/09/2026

Do you stop by the bank for $100 in cash every week or two? If you ever apply for Medicaid, that habit could come back to haunt you.

Bill Alexander explains that the Department of Social Services can't follow cash, so unless you kept receipts, it may assume that money went to a child or grandchild and penalize it as a gift. He also explains why paying family members to help with your care needs to be in writing. As Bill puts it, DSS always presumes everything against you.

🎥 Watch the full episode here: https://youtu.be/htORrh4lKMk

Probate, also called estate administration, may involve appointing a representative, addressing debts, and distributing ...
10/07/2026

Probate, also called estate administration, may involve appointing a representative, addressing debts, and distributing remaining property. Some assets may pass outside full court administration through a properly funded trust, an updated beneficiary designation, or survivorship ownership.

Our blog discusses how probate works in North Carolina and why reducing probate exposure might be a good idea for some families.


https://wgalaw.com/elder-care/what-is-probate-in-north-carolina-and-can-it-be-avoided/

10/07/2026

Who's your biggest creditor? For almost everyone, it's the IRS.

That's why Bill Alexander says real asset protection planning has to include good tax planning. Right now, families who've built wealth have low income taxes and a federal estate tax exemption of $15 million per person, the highest in history. Bill expects that window to stay open for maybe three or four more years, and he says it's something to plan for now, not later.

🎥 Watch the full episode here: https://youtu.be/htORrh4lKMk

10/02/2026

Lending money to your kids or grandkids? Bill Alexander has some blunt advice: don't expect it back.

In most cases, a "loan" to family is really a gift, and chronic borrowing can quietly drain the savings you'll need for your own retirement. As Bill puts it, the greatest gift you can give your family is to never run out of money and never have to depend on your children to take care of you.

🎥 Watch the full episode here: https://youtu.be/1GU-qY2qEpI

Want a better way to learn about estate planning?Our monthly online seminars examine topics such as:- How trusts may sup...
09/30/2026

Want a better way to learn about estate planning?

Our monthly online seminars examine topics such as:

- How trusts may support asset preservation
- How long-term care expenses interact with planning
- How Medicaid and veterans benefits may fit into a broader strategy

Each session offers an educational overview for people planning for themselves, helping an aging parent, or preparing for future family responsibilities.

Reserve a seat for an upcoming Zoom seminar or call 919-256-7000.


https://wgalaw.com/seminars/

09/30/2026

A son who hadn't spoken to his father in 25 years could still come in and claim half of everything if the right planning wasn't in place.

In this clip, Bill Alexander walks through a real case involving a second marriage, a lack of a prenup, and the scramble to protect a family's intentions after the fact: a postnuptial agreement, updated power of attorney documents, a trust built into the will, and a carefully documented land transfer. His bottom line: prenups matter as much for what happens at death as for divorce, and they're the surest way to make sure your children inherit what you intend.

🎥 Watch the full episode here: https://youtu.be/w1u-fjCq1Fw

Address

3717 Benson Drive
Raleigh, NC
27609

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 1pm

Telephone

+19192567000

Website

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