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

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

Legal document fee list & explanation of document types

The 2015 ALTCS and Medicare Savings Plan standards are listed in this blog. Some of the standards change in January and those are included, too.

PDF version of this information As of July 1, 2018 (blue text only updated in July 2018) ALTCS Individual Standards $2,250.00—ALTCS Monthly Income Limit $2,000.00—Resource Limit Medicare Savings Plan Individual Standards $1,012.00—QMB Income Limit...

A very important part of your long term care planning is having your paperwork in order. There are documents that you can sign which name someone you trust to be YOU when you are no longer capable of acting on your own behalf.

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...

Reporting changes to ALTCS is required. If you are the trustor, trustee, or beneficiary of a trust, please report those changes to ALTCS, too.

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...

Provides updated numbers for ALTCS and Medicare Savings Plans effective January and February 2016

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...

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

Your health coverage through the Health Insurance Marketplace may affect your taxes: • If anyone in your household enrolled in a health plan through the Marketplace in 2014, you’ll need some new information when you file your federal income taxes. • If you didn’t have...

Summer is almost over and fall is on it's way! We hope you had a wonderful summer, staying cool and enjoying some swimming. We have been very busy over the summer and are looking to update our website to be even more user friendly, computer, tablet and phone. Expect a...

End of year documents and cost of living documents for ALTCS members and Veterans claimaints.