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

This blog provides information about the non-financial criteria for the ALTCS program in Arizona (Medicaid).

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

Navigating ALTCS: What Consumers Need to Know. 7 out of 10 applicants are denied for ALTCS the first time they apply. ALTCS Medical Eligibility.

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

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

Business cards for ALTCS Planning.net

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

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.

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:...

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 …

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...

07/30/14 - Recommendation Letter

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

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