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We understand the ins and outs of the ALTCS application.

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Getting your legal documents completed can be easy.

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A helpful guide to getting your benefits.

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FREE ALTCS Assessment

Find out if you are potentially eligible for ALTCS.

FREE IOT Need Assessment

Find out if you may need an Income-Only Trust.

Updated Business Cards

Business cards for ALTCS Planning.net

Year 2019 – July update ALTCS/MSP Guidelines

Some community spouse standards change in July – this one page sheet provide the 2019 updates to the monthly spousal need, excess shelter expense, and family allowance.

Upcoming Speaking Events – Carol Aragon-Montgomery

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

End-of-year documents, Cost of Living Increases, Reporting Changes to ALTCS/VA

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

2017 ALTCS Numbers Update

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

Legal documents fee schedule

Legal documents fee schedule

2018 Becoming a Paid Caregiver

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:...

Year 2020 ALTCS & Medicare Savings Plan Guidelines

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

Spring is here!

On April 2014, Eligibility Standards Changes will occur for 1. SSI-MAO and QMB Income Standards increased, 2. SLMB Income Standards, 3. QI-1 Income Standards.

Did You Know? QMB May 2019

There is a Medicare Cost Sharing Program called QMB—Qualified Medicare Beneficiary. It’s “like” a supplement to Medicare insurance AND members can go to any Medicare approved providers**.

Reporting Changes – Trusts

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

Becoming Income Eligible for ALTCS When You’re Over the Limit

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

2020 Speaking Events

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

Miller Trust (aka: Income-only Trust) Preparation

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...

Year 2015 ALTCS/Medicare Savings Program Standards

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.

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