Business cards for ALTCS Planning.net

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...

Folks are getting $2000 & up Miller Trust fee quotes at other firms.
We can help! Ours start at $250!

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

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.

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.

Year 2020 ALTCS & Medicare Savings Plan Guidelines – information about share of cost deductions, income limit, resource limit, eligibility guidelines, deductions

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

Legal documents fee schedule

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.

Legal document fee list & explanation of document types

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.

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...

Statistically speaking, 1 out of 2 people will need long term care in their lifetime. After age 70, that statistic is 1 in 3. Are you prepared?

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