Searching

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.

Welcome

Who we are

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.

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...

Your one-stop resource for life planning …

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

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...

NON-COVERED MEDICAL EXPENSES

NON-COVERED MEDICAL EXPENSES

ALTCS does not cover some medical-related expenses BUT they do allow a customer to submit those expenses and have them deducted from the Share of Cost so the customer can pay the bill him/herself.

2020 Speaking Events

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

2016 ALTCS and Medicare Savings Plan Updates

Provides updated numbers for ALTCS and Medicare Savings Plans effective January and February 2016

YEAR 2019 ALTCS and Medicare Savings Plans Standards – Update 02/01/19

AHCCCS / ALTCS / Medicare Cost-Sharing programs have updates multiple times a year. Some numbers change in January, some in February, some in July, and some in October.

Government programs are free! Why should I pay someone to help me through the processes?

Government programs are free! Why should I pay someone to help me through the processes?

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 …

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...

2017 ALTCS and Medicare Savings Plan Updates

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

2015 Social Security Changes

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

Updated Business Cards

Business cards for ALTCS Planning.net

Legal documents fee schedule

Legal documents fee schedule

Overview of Veterans Benefits

The Veterans Administration has many benefits available to those who served our country. Those benefits can be anything from Education and Training to Compensation and/or Pension to Medical Treatment and Burial Benefits. One common type of benefit is the...
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