Searching

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

Informing

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.

Consulting

 With compassionate, helping, and understanding consultants.

Educating

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

[cl-flipbox link_type=”btn” link=”url:https%3A%2F%2Faltcsplanning.net%2Fservices%2F|title:Services” back_btn_label=”More about us” back_btn_bgcolor=”rgba(0,36,93,0.75)” back_btn_color=”#ffffff” animation=”cubetilt” front_icon_type=”image” front_icon_image=”6063″ front_icon_image_width=”53%” front_title=”Welcome” front_title_size=”48″ front_bgcolor=”#ffffff” front_textcolor=”#00245d” back_title=”” back_desc=”We untangle the red tape, iron out the wrinkles, guide you in the eligibility process, and represent you through the web of qualification. In the process of qualifying for help, we help protect assets from probate and help you preserve your hard-earned money.” back_textcolor=”#ffffff” back_bgimage=”6017″ height=”287″ valign=”center” padding=”10%”]

[cl-flipbox link_type=”btn” link=”url:https%3A%2F%2Faltcsplanning.net%2Fabout-us%2F|title:About%20Us” back_btn_label=”How we help” back_btn_bgcolor=”rgba(0,36,93,0.75)” back_btn_color=”#ffffff” animation=”cubetilt” front_icon_type=”image” front_icon_image=”6388″ front_icon_image_width=”66%” front_title=”Who we are” front_title_size=”48″ front_bgcolor=”#ffffff” front_textcolor=”#00245d” back_title=”” back_desc=”With so much misinformation and so many new companies cropping up claiming to be experts, it is essential you meet with a company with actual experience and know-how. The founders have 27 years experience processing ALTCS applications. They ARE the experts.” back_textcolor=”#ffffff” back_bgimage=”6015″ height=”287″ valign=”center” padding=”10%”]

[cl-ib image=”5873″ title=”ALTCS Benefit Planning” desc=”Find out about all eligibility requirements, dos and don’ts, and how we can help you. Like other forms of planning (tax or investment), ALTCS Benefit Planning allows you to legally and ethically correct inequities in the system.” link=”url:https%3A%2F%2Faltcsplanning.net%2Fservices%2Faltcs-consulting%2F|title:ALTCS%20Consulting” animation=”phorcys” bgcolor=”rgba(0,0,0,0.55)” align=”left” desc_size=”18″]

[cl-ib image=”5890″ title=”Income-Only Trust” desc=”Find out about all the Trust requirements, dos and don’ts, and how we can help you. This special needs trust allows you to become income eligible for ALTCS.” link=”url:https%3A%2F%2Faltcsplanning.net%2Fservices%2Fiot%2F|title:Income-Only%20Trust%20(aka%20Miller%20Trust)” animation=”phorcys” bgcolor=”rgba(0,0,0,0.55)” align=”left” desc_size=”18″]

[cl-ib image=”5886″ title=”Legal Documents” desc=”Find out about all the documents available, dos and don’ts, and how we can help you. Estate Planning allows you to plan for your life when you are unable to act as you.” link=”url:https%3A%2F%2Faltcsplanning.net%2Fservices%2Flegal-documents%2Flegal-document-information%2F|title:Legal%20Document%20Consulting” animation=”phorcys” bgcolor=”rgba(0,0,0,0.55)” align=”left” desc_size=”18″]

[cl-ib image=”5883″ title=”Medicare Insurance” desc=”Find out about all different parts of Medicare, dos and don’ts, and how we can help you. The plans that are available and when you can apply for those plans.” link=”url:https%3A%2F%2Faltcsplanning.net%2Fservices%2Fmedicare%2F|title:Medicare%20Insurance%20Education” animation=”phorcys” bgcolor=”rgba(0,0,0,0.55)” align=”left” desc_size=”18″]

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.

Customer Feedback

07/30/14 - Recommendation Letter

Overview of Veterans Benefits

The Veterans Administration has many benefits available to those who served our country. Those benefits can be anything from Education and Training to Compensation and/or Pension to Medical Treatment and Burial Benefits. One common type of benefit is the...

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.

What is ALTCS (pronounced “all tex”)?

This blog gives you a high level overview of the Arizona Long Term Care System, also known as ALTCS. You will find the 2016 income limit, the basic resource/asset limits, and information about other guidelines and eligibility criteria.

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.

2020 Speaking Events

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

2017 ALTCS Numbers Update

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

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.

Your one-stop resource for life planning …

We also help with insurance services (Medicare, property & casualty, life, etc.) and legal document preparation.

Navigating ALTCS: What Consumers Need to Know

FOUR things to keep in mind regarding ALTCS medical eligibility (PAS – Pre-Admission Screening) – eligibility getting tougher, medical records needed, request them in advance, journal your caregiving

Estate Planning Information about AB Trusts – June 17, 2019

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.

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...

ALTCS Non-financial guidelines

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

Spring Updates!

On February 1, 2015, the following Eligibility Standards Changes occurred: SSI-MAO Non-Cash and Qualified Medicare Beneficiary (QMB) income standards increased from $973.00 to $981.00 for a one (1) person household and $1311.00 to $1328.00 for a two (2) person...
Amway Ad
betcup güncel girişbetcup güncelbetcup girişbetcupbetpas güncel girişbetpas güncelbetpas girişbetpasperabet güncel girişperabet güncelperabet girişperabetdeneme bonusu veren sitelerdeneme bonusu