December 2016
Alabama Family Trust Protects Your Loved One's Assets     
There are many misconceptions about how to pay for nursing home care that make it hard and even frightening for families to make solid financial decisions about caring for aging loved ones.

Some say family members of senior citizens have to "spend down" all of their assets to pay for nursing home costs before they can qualify for government benefits like Medicaid. That leads many to use up all their resources before looking for Medicaid to kick in.

It doesn't have to work that way. Alabama Family Trust can help clear up confusion and guide families toward making well-informed, successful financial decisions that will ensure their loved ones are well taken care of in their final years of life.

How does AFT do it? AFT sets up special needs trusts for senior citizens in nursing home care. Investing assets with AFT can protect loved one's financial resources while not affecting Medicaid eligibility. Funds in the special needs trust can be used to cover services and items that are not paid for by Medicaid.

AFT has the experience and expertise needed to protect the elderly. Below is more information regarding nursing homes, Medicaid, and the truth behind the myth of having to spend-down assets.  

Read more about how we protect assets from spend-down on our Blog!
Alabama Family Trust sets up special needs trusts for children and adults with special needs in addition to senior citizens in nursing home care.  This protects their assets so they can qualify for programs to pay for their life-long needs and long-term care. We are so thankful to work with so many tremendous organizations such as The Bell Center which offers early intervention services to children with special needs. If you have a client with a special needs family member or senior in a nursing home, enhance your client relationship by referring them to Alabama Family Trust. They will thank you for helping them pay for care without draining their resources! We serve the entire state of Alabama and beyond!
We would like to welcome our newest team member, Laura Cross Jenkins. As our Staff Attorney and Trust Specialist, Laura will represent AFT on legal issues, build AFT's relationships with attorneys, and provide general education to the legal community and public about AFT.

Meet the AFT Team
AFT has an internship program in partnership with the Brock School of Business at Samford University. We would like to welcome our new intern, Corey White. We would also like to thank Emily Fuqua for her great work in this role in 2016. Emily has taken a position as an intern in RSM in Atlanta after a very successful internship with AFT.  

Read more about Corey's background and the Intern Program
Alabama Family Trust takes our responsibility for managing assets in a special needs trust very seriously. AFT has selected BancorpSouth Asset Management and Trust to provide professional money management and investment services. Our assets have grown consistently over the past 5 years because of solid asset management and dedicated leadership.   

Click here for more information about our investment strategy and our strategic working partner, BancorpSouth.

Happy Holidays from Alabama Family Trust 

The team at Alabama Family Trust wants to wish you and your family a very Merry Christmas! May your day be joyful and delightful. We look forward to serving you in the new year! 
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