Searching

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.

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[cl-flipbox link_type=”btn” link=”url:https%3A%2F%2Faltcsplanning.net%2Fabout-us%2F|title:About%20Us” back_btn_label=”How we help” back_btn_bgcolor=”rgba(0,36,93,0.75)” back_btn_color=”#ffffff” animation=”cubetilt” front_icon_type=”image” front_icon_image=”6388″ front_icon_image_width=”66%” front_title=”Who we are” front_title_size=”48″ front_bgcolor=”#ffffff” front_textcolor=”#00245d” back_title=”” back_desc=”With so much misinformation and so many new companies cropping up claiming to be experts, it is essential you meet with a company with actual experience and know-how. The founders have 27 years experience processing ALTCS applications. They ARE the experts.” back_textcolor=”#ffffff” back_bgimage=”6015″ height=”287″ valign=”center” padding=”10%”]

[cl-ib image=”5873″ title=”ALTCS Benefit Planning” desc=”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.” link=”url:https%3A%2F%2Faltcsplanning.net%2Fservices%2Faltcs-consulting%2F|title:ALTCS%20Consulting” animation=”phorcys” bgcolor=”rgba(0,0,0,0.55)” align=”left” desc_size=”18″]

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[cl-ib image=”5883″ title=”Medicare Insurance” desc=”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.” link=”url:https%3A%2F%2Faltcsplanning.net%2Fservices%2Fmedicare%2F|title:Medicare%20Insurance%20Education” animation=”phorcys” bgcolor=”rgba(0,0,0,0.55)” align=”left” desc_size=”18″]

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.

2020 Speaking Events

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

Why pay for assistance?

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...

ALTCS approvals dependent on living arrangement setting

ALTCS cannot approve a potential member unless he/she is in living in an appropriate ALTCS setting. If you are searching for an assisted living facility/home …

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.

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.

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!

2017 ALTCS and Medicare Savings Plan Updates

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

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.

Customer Feedback

07/30/14 - Recommendation Letter

Legal documents fee schedule

Legal documents fee schedule

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...

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

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.

2016 ALTCS and Medicare Savings Plan Updates

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

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