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We understand the ins and outs of the ALTCS application.

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Getting your legal documents completed can be easy.

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A helpful guide to getting your benefits.

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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.

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

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

2017 ALTCS and Medicare Savings Plan Updates

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

Summer is here!

We hope you are staying cool and encourage you to drink as much water as possible. On July 1, 2014, the following Eligibility Standards Changes will occur: 1. The Monthly Spousal Need (MSN) increased from $1939.00 to $1967.00. 2. The Excess Shelter Allowance increased...

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...

ALTCS Non-financial guidelines

This blog provides information about the non-financial criteria for the ALTCS program in Arizona (Medicaid).

2020 Speaking Events

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

ALTCS Community Spouse Standards effective 10/01/15

ALTCS uses some specific numbers in their community spouse monthly income allowance calculation. The numbers used in the calculation change three times a year. Effective October 1, 2015, the following numbers changed: $ 271.00 Standard Utility Allowance; this amount...

Happy New Year!

In January 2014, the following Eligibility Standards Changes will occur: 1. Federal Benefit Rates (FBR), 2. Medicare Part B Premium will remain the same at $104.90, 3. Medicare Part D Extra Help Subsidy for Arizona decreased from $29.41 to $27.49, 4. Community Spouse Standards.

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.

ALTCS coverage update.

We have some exciting news! There is now coverage of Incontinence Briefs for ALTCS Members. On December 15, 2014, the United States Supreme Court refused to hear AHCCCS' appeal of the Court of Appeals decision in Alvarez v. Betlach which upheld coverage of...

Legal documents fee schedule

Legal documents fee schedule

Legal Documents Fee Schedule & Explanation of Document Types

Legal document fee list & explanation of document types

Your one-stop resource for life planning …

We also help with insurance services (Medicare, property & casualty, life, etc.) and legal document preparation.

5 Ways for Healthcare Providers to Get Ready for New Medicare Cards

Medicare is taking steps to remove Social Security numbers from Medicare cards.

Updated Business Cards

Business cards for ALTCS Planning.net

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