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...

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.

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.

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

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

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

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...

Persons who need ALTCS who are also married to a spouse still living in the community get to use the rules referred to as “Community Spouse” rules. These rules entitle the couple to retain a greater share of the assets and still potentially qualify for the program.

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

Legal document fee list & explanation of document types

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

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.

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.

More than 60% people lack any type of will or estate planning. There are free resources, DIY options, and hands-on assistance to get your legal documents today.

PRE-YEAR 2018 ALTCS/MSP GUIDELINES As of January 1, 2018 (black font only updated) (printable PDF) 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...