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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

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ALTCS Benefit Planning

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.
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Income-Only Trust

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.
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Legal Documents

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.
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Medicare Insurance

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.

FREE ALTCS Assessment

Find out if you are potentially eligible for ALTCS.

Find out now.

FREE IOT Need Assessment

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

Find out now.

3 Tips about Health Coverage & Your Taxes

Your health coverage through the Health Insurance Marketplace may affect your taxes: • If anyone in your household enrolled in a health plan through the Marketplace in 2014, you’ll need some new information when you file your federal income taxes. • If you didn’t have...
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Customer Feedback

07/30/14 - Recommendation Letter
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Help Us Change Arizona’s Legal Documents Statistics!

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.

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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.

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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!

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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.

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Happy New Year!

In January 2014, the following Eligibility Standards Changes will occur: 1. Federal Benefit Rates (FBR), 2. Medicare Part B Premium will remain the same at $104.90, 3. Medicare Part D Extra Help Subsidy for Arizona decreased from $29.41 to $27.49, 4. Community Spouse Standards.

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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

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Legal Documents Fee Schedule & Explanation of Document Types

Legal document fee list & explanation of document types

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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

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Average Long Term Care Costs in Arizona

Statistically speaking, 1 out of 2 people will need long term care in their lifetime. After age 70, that statistic is 1 in 3. Are you prepared?

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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...
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ALTCS updates & updates to our legal document fees (including Miller Trusts/Income-Only Trusts)

ALTCS CSMIA updates & Montgomery & Associates, Inc. fee changes

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5 Ways for Healthcare Providers to Get Ready for New Medicare Cards

Medicare is taking steps to remove Social Security numbers from Medicare cards.

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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

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