This article was first published in the May 2019 of Birmingham Parent magazine. … [Read more...]
In the interest of your health safety, Alabama Family Trust staff members are working remotely.
In the interest of your health safety, Alabama Family Trust staff members are working remotely.
This article was first published in the May 2019 of Birmingham Parent magazine. … [Read more...]
This article appeared first in the July 2019 issue of Birmingham Parent magazine. … [Read more...]
April 2018 - The Alabama Family Trust has recently selected Warren Averett Asset Management to provide professional money management and investment services effective April 1, 2018. Warren Averett Asset Management offers Alabama Family Trust and its beneficiaries a unique, comprehensive solution that includes recordkeeping, administrative services, and investment management all under one firm umbrella. With this new partnership, Alabama Family Trust is proud to offer enhanced benefits including lower fees, streamlined reimbursements, and robust investment options. Here are more … [Read more...]
Southerners often pride themselves on taking care of family. However, as family members live longer and Alzheimer’s and other forms of dementia are becoming more common, caring for an aging loved one can be challenging. Many times, family members cannot quit their jobs to care for the loved one, or they may not have the care-giving expertise to meet their loved one’s needs. When it’s time to consider skilled care, like a nursing home, the family needs to talk to an elder law attorney about asset protection and potential government benefits, such as Medicaid and SSI. Avoid "Spend Down" with a … [Read more...]
Disabilities can occur at any age . . . . . . But disabilities do not have to mean the end of living a full life. However, the specifics of “a full life” for disabled people go well beyond the basic needs provided by government benefits such as Supplemental Security Income (SSI) or Medicaid. Avoid the "Spend Down" Most people think that they have to spend down practically all of their financial assets in order to qualify for these governmental benefits, but that is not the case. When financial assets are placed in a Supplemental Needs Trust, also called a Special Needs Trust, a disabled … [Read more...]
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Vestavia, AL 35216
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