Jun 8, 2017 | 2017, Advanced Directives, CLDP, Deeds, Estate Planning, Health Care Directives, Income-Only Trust / Miller Trust, Legal document preparation, Power of Attorney, Prevent Probate
A very important part of your long term care planning is having your paperwork in order. Did you know by not putting your wishes in writing the court system may have to become involved in every aspect of your financial decisions and medical care? Wouldn’t you rather...
Oct 7, 2016 | 2015, 2016, 2017, ALTCS, CLDP, Consulting, Estate Planning, income, Income-Only Trust / Miller Trust, Legal document preparation, Medicaid, Trust
Folks are getting $2000 & up Miller Trust fee quotes at other firms. We can help! Ours start at $250! #altcsplanning...
Feb 16, 2016 | 2015, 2016, Deeds, Legal document preparation, Power of Attorney, Trust
Here is the updated Legal Document Fee Schedule and Explanation of Document Types. LEGAL DOCUMENTS PREPARED BY CAROL ARAGON-MONTGOMERY AZ CLDP #80427 1. $100.00 Durable Financial Power of Attorney A document that tells folks who is to handle your financial matters...
May 20, 2015 | 2015, ALTCS, Changes, CLDP, Legal document preparation, Trust
I get a lot of calls from folks who are under the impression that it is okay to hide information from government agencies. The most common one is when someone is the beneficiary of a trust. Under most government programs you MUST report when you are the trustor,...
Dec 17, 2014 | ALTCS, Consulting, Health insurance, Income-Only Trust / Miller Trust, Legal document preparation, Medicaid, Medicare Insurance
Here are the most recent business cards for our businesses. The ALTCS Planning.net card lists all of the services our company provides. Thanks for thinking of us for … –ALTCS education –ALTCS planning –ALTCS representation –ALTCS...
Nov 19, 2014 | Income-Only Trust / Miller Trust, Legal document 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...