Business cards for ALTCS Planning.net

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.

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

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

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

Legal documents fee schedule

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 – information about share of cost deductions, income limit, resource limit, eligibility guidelines, deductions

On April 2014, Eligibility Standards Changes will occur for 1. SSI-MAO and QMB Income Standards increased, 2. SLMB Income Standards, 3. QI-1 Income Standards.

There is a Medicare Cost Sharing Program called QMB—Qualified Medicare Beneficiary. It’s “like” a supplement to Medicare insurance AND members can go to any Medicare approved providers**.

Reporting changes to ALTCS is required. If you are the trustor, trustee, or beneficiary of a trust, please report those changes to ALTCS, too.

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

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

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...

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.