Searching

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.

5 Ways for Healthcare Providers to Get Ready for New Medicare Cards

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

Other than trusts, what other options do I have to prevent probate of my assets when I die?

Other than trusts, what other options do I have to prevent probate of my assets when I die? POD, name beneficiaries, beneficiary deed, MVD form.

ALTCS coverage update.

We have some exciting news! There is now coverage of Incontinence Briefs for ALTCS Members. On December 15, 2014, the United States Supreme Court refused to hear AHCCCS' appeal of the Court of Appeals decision in Alvarez v. Betlach which upheld coverage of...

ALTCS Non-financial guidelines

This blog provides information about the non-financial criteria for the ALTCS program in Arizona (Medicaid).

Year 2020 ALTCS & Medicare Savings Plan Guidelines

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

Becoming Income Eligible for ALTCS When You’re Over the Limit

Using the income-only trust (AKA: Miller Trust) to income qualify for ALTCS.

Average Long Term Care Costs in Arizona

Statistically speaking, 1 out of 2 people will need long term care in their lifetime. After age 70, that statistic is 1 in 3. Are you prepared?

Government programs are free! Why should I pay someone to help me through the processes?

Government programs are free! Why should I pay someone to help me through the processes?

Applying for ALTCS on your own

Already taken our ALTCS Eligibility Assessment and found out you can apply on your own? Find the resources here to apply.

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.

Estate Planning Information about AB Trusts – June 17, 2019

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.

Upcoming Speaking Events – Carol Aragon-Montgomery

Excited to announce that I will be speaking at two events in October 2019.

What you can do to prepare for the ALTCS Medical Evaluation (PAS)

A tip sheet to help you prepare for the ALTCS Medical Evaluation (PAS) appointment
keywords: altcs, altcs pas, preadmission screening, tips, medical need for long term care, PAS assessment, medical records, prescriptions list, medical conditions, medical diagnoses, neurologist

2017 ALTCS and Medicare Savings Plan Updates

2017 Arizona Long Term Care System and Medicare Savings Plans eligibility changes.

Help Us Change Arizona’s Legal Documents Statistics!

More than 60% people lack any type of will or estate planning. There are free resources, DIY options, and hands-on assistance to get your legal documents today.

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