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.

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.

Happy New Year!

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.

Updated Business Cards

Business cards for ALTCS Planning.net

February 2018 – ALTCS & Medicare Savings Plan Guidelines

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...

YEAR 2019 ALTCS and Medicare Savings Plans Standards – Update 02/01/19

AHCCCS / ALTCS / Medicare Cost-Sharing programs have updates multiple times a year. Some numbers change in January, some in February, some in July, and some in October.

What you can do to prepare for the ALTCS Medical Evaluation (PAS)

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

2017 ALTCS and Medicare Savings Plan Updates

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

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.

Changes to stay and changes to come…

Summer is almost over and fall is on it's way! We hope you had a wonderful summer, staying cool and enjoying some swimming. We have been very busy over the summer and are looking to update our website to be even more user friendly, computer, tablet and phone. Expect a...

2020 Speaking Events

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

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!

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.

Customer Feedback

07/30/14 - Recommendation Letter

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

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