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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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.

Upcoming Speaking Events – Carol Aragon-Montgomery

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

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...

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.

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.

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.

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.

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.

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

2017 ALTCS Numbers Update

Find out the year 2017 ALTCS standards for income limits, personal needs allowance, and spousal resource deductions.

Other than trusts, what other options do I have to prevent probate of my assets when I die?

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.

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

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...

Legal documents fee schedule

Legal documents fee schedule

2016 ALTCS and Medicare Savings Plan Updates

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

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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