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

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**.

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.

Speaking events for Carol Aragon-Montgomery of Montgomery & Associates, ALTCS planning

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

Find out the year 2017 ALTCS standards for income limits, personal needs allowance, and spousal resource deductions.

Navigating ALTCS: What Consumers Need to Know. 7 out of 10 applicants are denied for ALTCS the first time they apply. ALTCS Medical Eligibility.

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.

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 …

A very important part of your long term care planning is having your paperwork in order. There are documents that you can sign which name someone you trust to be YOU when you are no longer capable of acting on your own behalf.

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...

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...

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

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.