Persons who need ALTCS who are also married to a spouse still living in the community get to use the rules referred to as “Community Spouse” rules. These rules entitle the couple to retain a greater share of the assets and still potentially qualify for the program.

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

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

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.

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

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...

Legal documents fee schedule

This blog gives you a high level overview of the Arizona Long Term Care System, also known as ALTCS. You will find the 2016 income limit, the basic resource/asset limits, and information about other guidelines and eligibility criteria.

We hope you are staying cool and encourage you to drink as much water as possible. On July 1, 2014, the following Eligibility Standards Changes will occur: 1. The Monthly Spousal Need (MSN) increased from $1939.00 to $1967.00. 2. The Excess Shelter Allowance increased...

FOUR things to keep in mind regarding ALTCS medical eligibility (PAS – Pre-Admission Screening) – eligibility getting tougher, medical records needed, request them in advance, journal your caregiving

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

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

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

Most of you know that come January 2018, Bridgeway Health Solutions will no longer be a program contractor for ALTCS. The replacement program contractor is Banner University Family Care. They will have contracts to provide the ALTCS services in the...

A tip sheet to help you prepare for the ALTCS Medical Evaluation (PAS) appointment
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