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Pre-2018 ALTCS and Medicare Savings Plan Updates

Dec 14, 2017 | 2018, AHCCCS, ALTCS, Changes, Health insurance, income, Income-Only Trust / Miller Trust, LTC Costs

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 Limit...

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

Jun 16, 2017 | 2017, ALTCS, CLDP, income, Income-Only Trust / Miller Trust, Legal document preparation, Medicaid, Trust

John Doe has 2 incomes. The gross amount of income one is $1,705.00 and the gross amount of income two is $501.00. John is not married. The ALTCS income limit for 2017 for a single individual is $2,205.00. John’s income equals $2,206.00. He is only $1.00 over the...

Miller Trusts aka: Income-Only Trust at a fair price!

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...

End-of-year documents, Cost of Living Increases, Reporting Changes to ALTCS/VA

Dec 11, 2014 | AHCCCS, ALTCS, Health insurance, income, Income-Only Trust / Miller Trust, Medicaid, Room & Board, Share of Cost

The end of 2014 is quickly approaching. It is that time of year when many end-of-year documents begin to arrive in anticipation of the upcoming year. To prepare for the cost of living adjustments to ALTCS and VA eligibility, ALTCS members and VA claimants will need to...

Miller Trust (aka: Income-only Trust) Preparation

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...
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480.464.4968

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Email:
info@altcsplanning.net

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CONTACT US

P 480.464.4968 | F 480.969.9779
info@altcsplanning.net
PO Box 458 Mesa, AZ 85211

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Montgomery & Associates, Inc. (dba: ALTCSPlanning.net) is a private consulting firm.

We are not affiliated/contracted/employed with: AHCCCS / ALTCS / VA / Medicare (CMS) / Federal Government.

AZ: We do not offer every plan available in your area. Currently we represent 14 organizations which offer 0-152 products in your area.

NM MN SC TX: We do not offer every plan available in your area. Currently we represent 3-6 organizations which offer 0-30 products in your area.

Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

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LAST UPDATE: August 20, 2024

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