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%”]

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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.

NON-COVERED MEDICAL EXPENSES

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.

Updated Business Cards

Business cards for ALTCS Planning.net

Legal Documents Fee Schedule & Explanation of Document Types

Legal document fee list & explanation of document types

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.

Upcoming Speaking Events – Carol Aragon-Montgomery

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

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.

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...

July 2018 ALTCS-MSP Standards

PDF version of this information As of July 1, 2018 (blue text only updated in July 2018) ALTCS Individual Standards $2,250.00—ALTCS Monthly Income Limit $2,000.00—Resource Limit Medicare Savings Plan Individual Standards $1,012.00—QMB Income Limit...

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.

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...

Becoming Income Eligible for ALTCS When You’re Over the Limit

Using the income-only trust (AKA: Miller Trust) to income qualify for ALTCS.

Miller Trust (aka: Income-only Trust) Preparation

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...

Changes to stay and changes to come…

Summer is almost over and fall is on it's way! We hope you had a wonderful summer, staying cool and enjoying some swimming. We have been very busy over the summer and are looking to update our website to be even more user friendly, computer, tablet and phone. Expect a...

Estate Planning Information about AB Trusts – June 17, 2019

An AB Trust is one in which a family trust is divided at the first death into two trusts (the by-pass or credit shelter trust and the survivor’s trust). Many people use this type of trust for one of two reasons.

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