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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[cl-ib image=”5883″ title=”Medicare Insurance” desc=”Find out about all different parts of Medicare, dos and don’ts, and how we can help you. The plans that are available and when you can apply for those plans.” link=”url:https%3A%2F%2Faltcsplanning.net%2Fservices%2Fmedicare%2F|title:Medicare%20Insurance%20Education” animation=”phorcys” bgcolor=”rgba(0,0,0,0.55)” align=”left” desc_size=”18″]

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.

July 2018 ALTCS-MSP Standards

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...

Summer is here!

We hope you are staying cool and encourage you to drink as much water as possible. On July 1, 2014, the following Eligibility Standards Changes will occur: 1. The Monthly Spousal Need (MSN) increased from $1939.00 to $1967.00. 2. The Excess Shelter Allowance increased...

Spring is here!

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.

2017 ALTCS Numbers Update

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

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?

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.

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.

2020 Speaking Events

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

End-of-year documents, Cost of Living Increases, Reporting Changes to ALTCS/VA

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

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.

Upcoming Speaking Events – Carol Aragon-Montgomery

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

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?

Becoming a Paid Caregiver

Find instructions on how to become a paid caregiver for your loved one on ALTCS.

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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