Legal document fee list & explanation of document types

Folks are getting $2000 & up Miller Trust fee quotes at other firms.
We can help! Ours start at $250!

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

An AB Trust is one in which a family trust is divided at the first death into two trusts (the by-pass or credit shelter trust and the survivor’s trust). Many people use this type of trust for one of two reasons.

Most of you know that come January 2018, Bridgeway Health Solutions will no longer be a program contractor for ALTCS. The replacement program contractor is Banner University Family Care. They will have contracts to provide the ALTCS services in the...

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...

FOUR things to keep in mind regarding ALTCS medical eligibility (PAS – Pre-Admission Screening) – eligibility getting tougher, medical records needed, request them in advance, journal your caregiving

We also help with insurance services (Medicare, property & casualty, life, etc.) and legal document preparation.

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:...

Year 2020 ALTCS & Medicare Savings Plan Guidelines – information about share of cost deductions, income limit, resource limit, eligibility guidelines, deductions

ALTCS CSMIA updates & Montgomery & Associates, Inc. fee changes

So often we listen to our friends and neighbors and believe their stories about their experiences. “So and so got qualified for benefits and they are millionaires.” “I won’t qualify for help because I make too much money.” “My friend gave away all of their money and...

Medicare is taking steps to remove Social Security numbers from Medicare cards.

Learn more about Arizona’s Medicare Savings Plans. Saving Medicare beneficiaries at least ~$1284.00 a year.

ALTCS uses some specific numbers in their community spouse monthly income allowance calculation. The numbers used in the calculation change three times a year. Effective July 1, 2015, the following numbers changed: $1992.00 Monthly Spousal Need $ 598.00 30% of the...