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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.

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!

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

Spring is here!

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.

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.

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.

ALTCS Non-financial guidelines

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

Customer Feedback

07/30/14 - Recommendation Letter

Applying for ALTCS on your own

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

Upcoming Speaking Events – Carol Aragon-Montgomery

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

Frequently Asked Question – 01/20/15

A question we are frequently asked ... Does ALTCS take my loved one's income when they qualify for ALTCS benefits? The answer to that question is NO. They don't TAKE the income. But they do assess a cost of care based on the ALTCS' members income. There is a myth that...

Your one-stop resource for life planning …

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

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.

YEAR 2019 ALTCS and Medicare Savings Plans Standards – Update 02/01/19

AHCCCS / ALTCS / Medicare Cost-Sharing programs have updates multiple times a year. Some numbers change in January, some in February, some in July, and some in October.

Pre-2018 ALTCS and Medicare Savings Plan Updates

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...

Year 2015 ALTCS/Medicare Savings Program Standards

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.

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