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

Consumer Price Index affects this year’s cost of living adjustments. 1.7% increases for Social Security beneficiaries.

On January 1, 2015, the following Eligibility Standards Changes occurred: Federal Benefit Rates (FBR) Change 2014 2015 Individual FBR Increase $721.00 $733.00 Couple FBR Increase $1082.00 $1100.00 ALTCS Income Limit Increase $2163.00 $2199.00 Child Allocation Increase...

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.

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

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...

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.

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.

The Veterans Administration has many benefits available to those who served our country. Those benefits can be anything from Education and Training to Compensation and/or Pension to Medical Treatment and Burial Benefits. One common type of benefit is the...

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

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

We have some exciting news! There is now coverage of Incontinence Briefs for ALTCS Members. On December 15, 2014, the United States Supreme Court refused to hear AHCCCS' appeal of the Court of Appeals decision in Alvarez v. Betlach which upheld coverage of...

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

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.