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A helpful guide to getting your benefits.

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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.

3 Tips about Health Coverage & Your Taxes

Your health coverage through the Health Insurance Marketplace may affect your taxes: • If anyone in your household enrolled in a health plan through the Marketplace in 2014, you’ll need some new information when you file your federal income taxes. • If you didn’t have...

What is ALTCS (pronounced “all tex”)?

This blog gives you a high level overview of the Arizona Long Term Care System, also known as ALTCS. You will find the 2016 income limit, the basic resource/asset limits, and information about other guidelines and eligibility criteria.

Navigating ALTCS: What Consumers Need to Know

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

Navigating ALTCS: What Consumers Need to Know – ALTCS Medical Eligibility

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

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

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.

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**.

2017 ALTCS and Medicare Savings Plan Updates

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

2020 Speaking Events

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

Legal documents fee schedule

Legal documents fee schedule

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.

ALTCS Community Spouse Standards effective 07/01/15

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...

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...

2015 Social Security Changes

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

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