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We are the one-stop resource for long term care planning.

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We understand the ins and outs of the ALTCS application.

Protecting

Getting your legal documents completed can be easy.

Veterans

A helpful guide to getting your benefits.

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 With compassionate, helping, and understanding consultants.

Educating

 We educate you about all your long term care planning options.

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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.

ALTCS Community Spouse Standards effective 10/01/15

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...

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.

Customer Feedback

07/30/14 - Recommendation Letter

2015 Social Security Changes

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

2016 ALTCS and Medicare Savings Plan Updates

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

What you can do to prepare for the ALTCS Medical Evaluation (PAS)

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

July 2020 ALTCS Community Spouse Guidelines

ALTCS/MSP GUIDELINES As of July 1, 2020 (items in RED reflect changes) ALTCS Individual Standards (changes each January) $2,349.00 — ALTCS Monthly Income Limit$2,000.00 — Resource Limit Medicare Savings Plan Individual Standards (changes each February) $1,064.00 — QMB...

YEAR 2018 – ALTCS & Medicare Savings Plan Guidelines

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...

Summer is here!

We hope you are staying cool and encourage you to drink as much water as possible. On July 1, 2014, the following Eligibility Standards Changes will occur: 1. The Monthly Spousal Need (MSN) increased from $1939.00 to $1967.00. 2. The Excess Shelter Allowance increased...

Navigating ALTCS: What Consumers Need to Know – ALTCS Medical Eligibility

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

Miller Trusts aka: Income-Only Trust at a fair price!

Folks are getting $2000 & up Miller Trust fee quotes at other firms.
We can help! Ours start at $250!

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

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

Legal documents fee schedule

Legal documents fee schedule

NON-COVERED MEDICAL EXPENSES

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.

Why pay for assistance?

So often we listen to our friends and neighbors and believe their stories about their experiences. “So and so got qualified for benefits and they are millionaires.” “I won’t qualify for help because I make too much money.” “My friend gave away all of their money and...
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