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...

Persons who need ALTCS who are also married to a spouse still living in the community get to use the rules referred to as “Community Spouse” rules. These rules entitle the couple to retain a greater share of the assets and still potentially qualify for the program.

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

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

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.

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

Legal documents fee schedule

A question we are frequently asked ... Does ALTCS take my loved one's income when they qualify for ALTCS benefits? The answer to that question is NO. They don't TAKE the income. But they do assess a cost of care based on the ALTCS' members income. There is a myth that...

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

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...

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 …

The Veterans Administration has many benefits available to those who served our country. Those benefits can be anything from Education and Training to Compensation and/or Pension to Medical Treatment and Burial Benefits. One common type of benefit is the...

07/30/14 - Recommendation Letter

PDF version of this information As of February 1, 2018 (blue text only updated in February 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...