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.

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

PDF version of this information As of July 1, 2018 (blue text only updated in July 2018) ALTCS Individual Standards $2,250.00—ALTCS Monthly Income Limit $2,000.00—Resource Limit Medicare Savings Plan Individual Standards $1,012.00—QMB Income Limit...

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

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...

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...

On April 2014, Eligibility Standards Changes will occur for 1. SSI-MAO and QMB Income Standards increased, 2. SLMB Income Standards, 3. QI-1 Income Standards.

Business cards for ALTCS Planning.net

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

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...

Some community spouse standards change in July – this one page sheet provide the 2019 updates to the monthly spousal need, excess shelter expense, and family allowance.

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

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.

Legal document fee list & explanation of document types

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...