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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.

Welcome

Who we are

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 Non-financial guidelines

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

Your one-stop resource for life planning …

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

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.

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...

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...

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**.

In Arizona, only 1 in 4 people have their life care planning complete!

Who will be you when you cannot?
Information about life care and end-of-life care legal documents

2016 ALTCS and Medicare Savings Plan Updates

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

2015 Social Security Changes

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

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?

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...

Legal documents fee schedule

Legal documents fee schedule

Arizona Medicare Savings Plans Increase Income Limits for year 2017

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

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.

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