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...
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...
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...
Nov 19, 2014 | Legal document preparation
Here’s a list of all of the documents prepared by the firm’s CLDP, Carol Aragon-Montgomery, along with the current fees charged for each document. Legal Documents Fee Schedule.2014
