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We are the one-stop resource for long term care planning.

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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.

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 With compassionate, helping, and understanding consultants.

Educating

 We educate you about all your long term care planning options.

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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.

Legal Documents Fee Schedule & Explanation of Document Types

Legal document fee list & explanation of document types

Miller Trusts aka: Income-Only Trust at a fair price!

Folks are getting $2000 & up Miller Trust fee quotes at other firms.
We can help! Ours start at $250!

2015 Social Security Changes

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

Estate Planning Information about AB Trusts – June 17, 2019

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.

January 2018 ALTCS Program Contractor Changes

Most of you know that come January 2018, Bridgeway Health Solutions will no longer be a program contractor for ALTCS. The replacement program contractor is Banner University Family Care. They will have contracts to provide the ALTCS services in the...

July 2020 ALTCS Community Spouse Guidelines

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...

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

Your one-stop resource for life planning …

We also help with insurance services (Medicare, property & casualty, life, etc.) and legal document preparation.

2018 Becoming a Paid Caregiver

You can become a paid caregiver for your loved one and ALTCS Planning.net is here to help. UPDATED 07/30/2018 It's a new year with new information! Find below updated information on becoming a paid caregiver for a friend or family member on ALTCS.* Step 1:...

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

Why pay for assistance?

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...

5 Ways for Healthcare Providers to Get Ready for New Medicare Cards

Medicare is taking steps to remove Social Security numbers from Medicare cards.

Arizona Medicare Savings Plans Increase Income Limits for year 2017

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

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...
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