Anne R. Moses, Moses & Moses PC

Anne Moses, with Moses & Moses, PC help to formulate the most favorable plan for care of the elderly. Including considering assets and income sources available to the client and the client's spouse, including pension plans, IRA's, 401-k's and other deferred compensation arrangements as well as social security and other government entitlements.

Review current and contemplated living arrangements
Consider individuals, financial and care-giving institutions available to assist the client when management of funds or living assistance is needed
Consider legal options available if no planning has been done, including guardianships, conservatorships, availability of government benefits; and appointing surrogates for medical decision making.
Consider the use of revocable living trusts (trusts that can be changed), irrevocable living trusts (trusts that cannot be changed), powers of attorney, advance directives for health care; and planning for management and distribution of assets after a client's death to care for a surviving spouse, children or grandchildren, but not lose government entitlements
Assist corporate and individual fiduciaries in management and administration of trusts created for an elderly beneficiary
Plan for special needs and distribution of estates - addressed separately under those practice areas
Develop and implement plans for qualification of individuals for government benefits including asset protection for client and spouse, consideration of Medicaid, VA and other benefits to which the client may be entitled

3500 Blue Lake Drive, Suite 495
Birmingham , AL 35243
Email: anne@mosespc.com
Contact Phone: 205-967-0901
FAX: 205-967-0942

. . . . or submit the form below, indicate your needs and we will contact you to let you know how we will help you.