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

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

Business cards for ALTCS Planning.net

Provides updated numbers for ALTCS and Medicare Savings Plans effective January and February 2016

Click Y2018 ALTCS-MSP.standards.010118v2 for a pdf version of this information ALTCS Individual Standards  $2,250.00—ALTCS Monthly Income Limit $2,000.00—Resource Limit  Medicare Savings Plan Individual Standards  $1,005.01—QMB Income Limit $1,005.01—$1,206.00—SLMB...

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.

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...

NON-COVERED MEDICAL EXPENSES

ALTCS does not cover some medical-related expenses BUT they do allow a customer to submit those expenses and have them deducted from the Share of Cost so the customer can pay the bill him/herself.

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

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

Government programs are free! Why should I pay someone to help me through the processes?

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...

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

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.