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We are the one-stop resource for long term care planning.

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We understand the ins and outs of the ALTCS application.

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Getting your legal documents completed can be easy.

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A helpful guide to getting your benefits.

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With compassionate, helping, and understanding consultants.

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We educate you about all your long term care planning options.

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FREE ALTCS Assessment

Find out if you are potentially eligible for ALTCS.

Find out now.

FREE IOT Need Assessment

Find out if you may need an Income-Only Trust.

Find out now.

Applying for ALTCS on your own

Already taken our ALTCS Eligibility Assessment and found out you can apply on your own? Find the resources here to apply.

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

In Arizona, only 1 in 4 people have their life care planning complete!

Who will be you when you cannot?
Information about life care and end-of-life care legal documents

2017 ALTCS and Medicare Savings Plan Updates

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

Frequently Asked Question – 01/20/15

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...

ALTCS approvals dependent on living arrangement setting

ALTCS cannot approve a potential member unless he/she is in living in an appropriate ALTCS setting. If you are searching for an assisted living facility/home …

ALTCS updates & updates to our legal document fees (including Miller Trusts/Income-Only Trusts)

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

Customer Feedback

07/30/14 - Recommendation Letter

5 Ways for Healthcare Providers to Get Ready for New Medicare Cards

Medicare is taking steps to remove Social Security numbers from Medicare cards.

Pre-2018 ALTCS and Medicare Savings Plan Updates

PRE-YEAR 2018 ALTCS/MSP GUIDELINES As of January 1, 2018 (black font only updated) (printable PDF) 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...

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.

Your one-stop resource for life planning …

We also help with insurance services (Medicare, property & casualty, life, etc.) and legal document preparation.

Becoming Income Eligible for ALTCS When You’re Over the Limit

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

ALTCS Community Spouse Standards effective 07/01/15

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...

Arizona Medicare Savings Plans Increase Income Limits for year 2017

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