For families facing the reality of long-term care, the financial questions can be overwhelming. Too often, families believe they must spend every dollar they have before their loved one can qualify for Medicaid. According to Charlotte Hooten, an administrator at Fair Haven Nursing Home, that misconception costs families years of security—and unnecessary stress. “It is approved by the state. It’s approved…
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When Funds Run Out, Compassion Continues: The Role of Alabama Family Trust’s Charitable Trust
One of the greatest fears families face when planning for long-term care or special needs is a simple question: What happens when the money is gone? At Alabama Family Trust, the answer is rooted in compassion, stewardship, and community. According to AFT board member Jimmy Walsh, the Charitable Trust exists to ensure individuals are not left…
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Developmental Disability Awareness Month: Why Government Programs Alone Aren’t Enough
March is Developmental Disability Awareness Month — a time to recognize the strengths, contributions, and everyday experiences of individuals living with developmental disabilities, while also raising awareness about the challenges many families face when planning for long-term care and financial stability. For many Alabama families, support begins with government programs such as Medicaid and Supplemental…
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Stockings, Stewardship, and the Promise of Care
The Christmas season has a way of reminding us what truly matters – showing up for one another with generosity, intention, and heart. At Alabama Family Trust, giving back is not a once-a-year gesture; it’s part of who we are. Still, the holidays offered a special opportunity to put that spirit into action. This past…
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A Visit from Senator April Weaver: Champion for Alabama Families
We were honored to welcome Senator April Weaver to our new Vestavia Hills office for a special visit with the Alabama Family Trust team. As a longtime advocate for health care, elder services, and family well-being, Senator Weaver’s work stands behind our mission to protect the financial futures of some of Alabama’s most vulnerable citizens….
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Alabama Family Trust relocates office to Vestavia Hills
Alabama Family Trust has relocated to a new office in Vestavia Hills to better serve our clients. The staff of AFT has left the former office building at 2057 Valleydale Road in Birmingham and are now operating out of a new office at 100 Centerview Dr., Suite 200 in Vestavia Hills. The new location is…
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AFT announces changes to Board of Trustees
Alabama Family Trust has made changes to its board of directors as it mourns the passing of its former board chairman. Clayton Davis, a respected attorney who was President of the AFT Board of Directors, passed away Oct. 14, 2023. He has served on AFT’s board since 2011. “Clayton did so much over the years…
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AFT Board Chairman Clayton Davis passes away
Clayton Keith Davis (68) passed away at his home in Ozark, AL on October 14, 2023. He was born February 23, 1955 in Birmingham, AL to Delores Thrasher Davis (d. 2018) and is survived by his Father, Billy Keith Davis (94), his sister, Dr. Ruth Yvonne Davis, and younger brother, Lyle Thrasher Davis, (and Lyle’s…
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Updated fillable trust forms available at AFT website
Alabama Family Trust is pleased to work with attorneys as you help clients establish special needs trusts. Toward that end, we have updated all the forms you need to create a first-party, third-party revocable or third-party irrevocable trust. The forms are available on our website under the Documents tab here. We also have a checklist to…
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AFT adds low-risk investment option for clients with conservative financial goals
Alabama Family Trust offers for your consideration a new investment option that may be appropriate for your clients with conservative financial goals. As its name implies, the Capital Preservation Allocation is a low-risk investment option from Waverly Advisors designed to provide peace of mind to investors who are uneasy about fluctuating interest rates and the…
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