Alabama Care Planning CouncilAlabama Care Planning Council
Alabama Estate and Tax Planning Services

Find a Council Member Providing Estate, Tax, Trust, Retirement, or Medicaid Planning.

Use the search, map, or area links below (scroll down) to find help where you live in Alabama.

Estate, Tax, Trust, Retirement, & Medicaid Planning

Northern Alabama
Lauderdale, Colbert, Franklin, Marion, Lawrence, Winston, Limestone, Morgan, Madison, Marshall, Jackson, and Dekalb Counties

Although this area is temporarily without a member to assist you we can still help you with any concerns you may have. We can also put you in contact with various elder care services in Northern Alabama. Click here to Request Assistance from the Alabama Care Planning Council.

Central Alabama
Birmingham, Tuscaloosa, Anniston, Auburn, Cullman, Gadsden, Jasper, Sylacauga, and surrounding areas
You can reach us at:
(302) 464-0014
Mose W. Witt, CLU, ChFC

M W Witt & Associates Legacy Solutions

Mose W. Witt, CLU, ChFC

We Help You Prepare for Life and Beyond. In addition to assisting individuals, families, and business owners with product solutions, we seek first to understand the specific needs, wishes and goals of our customer in order to provide the best solution to meet those goals. I do not rely solely on my own experience but have surrounded myself with expertise in various disciplines to ensure that the customer receives the best advice for their circumstances.

About M W Witt & Associates Legacy Solutions | Contact Mose W. Witt for Help & Information

Southern Alabama
Montgomery, Selma, Ozark, Dothan, and surrounding areas

Although this area is temporarily without a member to assist you we can still help you with any concerns you may have. We can also put you in contact with various elder care services in Southern Alabama. Click here to Request Assistance from the Alabama Care Planning Council.

Mobile Area
Mobile, Baldwin, and Escambia Counties

Although this area is temporarily without a member to assist you we can still help you with any concerns you may have. We can also put you in contact with various elder care services in the Mobile Area. Click here to Request Assistance from the Alabama Care Planning Council.

 

Click on the Map to Locate Services

    Northern Alabama: Lauderdale, Colbert, Franklin, Marion, Lawrence, Winston, Limestone, Morgan, Madison, Marshall, Jackson, and Dekalb Counties

    Central Alabama: Birmingham, Tuscaloosa, Anniston, Auburn, Cullman, Gadsden, Jasper, Sylacauga, and surrounding areas

    Southern Alabama: Montgomery, Selma, Ozark, Dothan, and surrounding areas

    Mobile Area: Mobile, Baldwin, and Escambia Counties

About Estate Planning and Trust Management

    A key deficiency in the process of planning for long term care occurs when seniors fail to provide for orderly distribution of assets at death and fail to let their family know what to do when the senior can no longer handle his or her own affairs.

    Estate planning from a qualified Alabama estate planning attorney, a financial adviser who specializes in estate planning or a CPA planner is the design of documents to provide the orderly transfer of assets and property to the next generation. Wills, living trusts and a myriad of other trust documents or business arrangements to avoid estate taxes, income tax and real estate capitol gains are some of the principal documents used. Estate planning also concerns issues of business succession or disability of a business owner.

    Many estate planners are also adding final directive or end-of-life documents such as living wills, powers of attorney and special medical directives. But often these are considered secondary to the process of transferring assets or property. Unfortunately, these documents are much more important to family caregivers dealing with the needs of elderly loved ones.

    Estate planners also need to become more involved in the planning process for long term care by helping in the production of a written long term care plan. This should also include meetings with potential family caregivers and instructions or checklists for these people. This important aspect of planning is often overlooked.

    Elders or their families who are assisting them should insist on more careful planning for long term care issues when doing an estate plan.

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