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

Click Y2018 ALTCS-MSP.standards.010118v2 for a pdf version of this information 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 Limit $1,005.01—$1,206.00—SLMB...

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.

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

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.

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

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...

NON-COVERED MEDICAL EXPENSES

ALTCS does not cover some medical-related expenses BUT they do allow a customer to submit those expenses and have them deducted from the Share of Cost so the customer can pay the bill him/herself.

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

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.

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 October 1, 2015, the following numbers changed: $ 271.00 Standard Utility Allowance; this amount...

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...

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

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...

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