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.

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...

In January 2014, the following Eligibility Standards Changes will occur: 1. Federal Benefit Rates (FBR), 2. Medicare Part B Premium will remain the same at $104.90, 3. Medicare Part D Extra Help Subsidy for Arizona decreased from $29.41 to $27.49, 4. Community Spouse Standards.

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

The 2015 ALTCS and Medicare Savings Plan standards are listed in this blog. Some of the standards change in January and those are included, too.

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...

ALTCS CSMIA updates & Montgomery & Associates, Inc. fee changes

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

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...

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

A tip sheet to help you prepare for the ALTCS Medical Evaluation (PAS) appointment
keywords: altcs, altcs pas, preadmission screening, tips, medical need for long term care, PAS assessment, medical records, prescriptions list, medical conditions, medical diagnoses, neurologist

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...

Navigating ALTCS: What Consumers Need to Know. 7 out of 10 applicants are denied for ALTCS the first time they apply. ALTCS Medical Eligibility.

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.

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...