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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.

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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.

2015 Social Security Changes

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

January 2018 ALTCS Program Contractor Changes

Most of you know that come January 2018, Bridgeway Health Solutions will no longer be a program contractor for ALTCS. The replacement program contractor is Banner University Family Care. They will have contracts to provide the ALTCS services in the...

ALTCS Community Spouse Rules

Persons who need ALTCS who are also married to a spouse still living in the community get to use the rules referred to as “Community Spouse” rules. These rules entitle the couple to retain a greater share of the assets and still potentially qualify for the program.

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

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.

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 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.

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.

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.

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

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...

2017 ALTCS Numbers Update

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

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.

YEAR 2018 – ALTCS & Medicare Savings Plan Guidelines

Click Y2018 ALTCS-MSP.standards.010118v2 for a pdf version of this information 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 Limit $1,005.01—$1,206.00—SLMB...
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