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

It's so satisfying to work an ALTCS income-only trust (IOT) case with all its idiosyncrasies and arrive at an approval for benefits. Just received another one of those approvals this week! Getting to an approval is no easy task. Many folks think that when ALTCS tells...

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

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

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.

Reporting changes to ALTCS is required. If you are the trustor, trustee, or beneficiary of a trust, please report those changes to ALTCS, too.

Find instructions on how to become a paid caregiver for your loved one on ALTCS.

2017 Arizona Long Term Care System and Medicare Savings Plans eligibility changes.

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

So often we listen to our friends and neighbors and believe their stories about their experiences. “So and so got qualified for benefits and they are millionaires.” “I won’t qualify for help because I make too much money.” “My friend gave away all of their money and...

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?

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.

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.

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.

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