On February 1, 2015, the following Eligibility Standards Changes occurred: SSI-MAO Non-Cash and Qualified Medicare Beneficiary (QMB) income standards increased from $973.00 to $981.00 for a one (1) person household and $1311.00 to $1328.00 for a two (2) person...

Business cards for ALTCS Planning.net

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.

Some community spouse standards change in July – this one page sheet provide the 2019 updates to the monthly spousal need, excess shelter expense, and family allowance.

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...

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

This blog provides information about the non-financial criteria for the ALTCS program in Arizona (Medicaid).

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 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...

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

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

Legal document fee list & explanation of document types

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.

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

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