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We are the one-stop resource for long term care planning.

Informing

We understand the ins and outs of the ALTCS application.

Protecting

Getting your legal documents completed can be easy.

Veterans

A helpful guide to getting your benefits.

Consulting

 With compassionate, helping, and understanding consultants.

Educating

 We educate you about all your long term care planning options.

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FREE ALTCS Assessment

Find out if you are potentially eligible for ALTCS.

FREE IOT Need Assessment

Find out if you may need an Income-Only Trust.

ALTCS approvals dependent on living arrangement setting

ALTCS cannot approve a potential member unless he/she is in living in an appropriate ALTCS setting. If you are searching for an assisted living facility/home …

Spring Updates!

On February 1, 2015, the following Eligibility Standards Changes occurred: SSI-MAO Non-Cash and Qualified Medicare Beneficiary (QMB) income standards increased from $973.00 to $981.00 for a one (1) person household and $1311.00 to $1328.00 for a two (2) person...

In Arizona, only 1 in 4 people have their life care planning complete!

Who will be you when you cannot?
Information about life care and end-of-life care legal documents

July 2020 ALTCS Community Spouse Guidelines

ALTCS/MSP GUIDELINES As of July 1, 2020 (items in RED reflect changes) ALTCS Individual Standards (changes each January) $2,349.00 — ALTCS Monthly Income Limit$2,000.00 — Resource Limit Medicare Savings Plan Individual Standards (changes each February) $1,064.00 — QMB...

Legal documents fee schedule

Legal documents fee schedule

Did You Know? QMB May 2019

There is a Medicare Cost Sharing Program called QMB—Qualified Medicare Beneficiary. It’s “like” a supplement to Medicare insurance AND members can go to any Medicare approved providers**.

2015 Social Security Changes

Consumer Price Index affects this year’s cost of living adjustments. 1.7% increases for Social Security beneficiaries.

End-of-year documents, Cost of Living Increases, Reporting Changes to ALTCS/VA

End of year documents and cost of living documents for ALTCS members and Veterans claimaints.

2018 Becoming a Paid Caregiver

You can become a paid caregiver for your loved one and ALTCS Planning.net is here to help. UPDATED 07/30/2018 It's a new year with new information! Find below updated information on becoming a paid caregiver for a friend or family member on ALTCS.* Step 1:...

Happy New Year!

In January 2014, the following Eligibility Standards Changes will occur: 1. Federal Benefit Rates (FBR), 2. Medicare Part B Premium will remain the same at $104.90, 3. Medicare Part D Extra Help Subsidy for Arizona decreased from $29.41 to $27.49, 4. Community Spouse Standards.

2016 ALTCS and Medicare Savings Plan Updates

Provides updated numbers for ALTCS and Medicare Savings Plans effective January and February 2016

It has been a fast moving New Year!

On January 1, 2015, the following Eligibility Standards Changes occurred: Federal Benefit Rates (FBR) Change 2014 2015 Individual FBR Increase $721.00 $733.00 Couple FBR Increase $1082.00 $1100.00 ALTCS Income Limit Increase $2163.00 $2199.00 Child Allocation Increase...

Miller Trust (aka: Income-only Trust) Preparation

It's so satisfying to work an ALTCS income-only trust (IOT) case with all its idiosyncrasies and arrive at an approval for benefits. Just received another one of those approvals this week! Getting to an approval is no easy task. Many folks think that when ALTCS tells...

Reporting Changes – Trusts

Reporting changes to ALTCS is required. If you are the trustor, trustee, or beneficiary of a trust, please report those changes to ALTCS, too.

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