Let our umbrella of guidance shelter you from the long term care cost storm!
Thank you for visiting Montgomery & Associates, Inc. web site. Montgomery & Associates has been providing quality long term care planning services in the State of Arizona since 2001. Our planning focuses on Arizona's Medicaid Program, AHCCCS, its acute care, Medicare Cost-Sharing & ALTCS programs, the VA programs that help pay for long term care, financial planning, mortgage debt reduction planning, and preparation of certain types of legal documents. We want you to know that you can count on us to be a valuable resource for these services.
Vision Statement
Montgomery & Associates, Inc. Arizona's long term care planning answer. Education - Assistance - Planning
Mission Statement
Montgomery & Associates, Inc. - A one-stop resource for long term care planning. We believe in educating you first about all long term care planning options so that you can make informed decisions for your family. We believe in helping you accomplish your goals and meeting your long term care planning needs with compassion, skill, and precision. We believe in providing quality service for a cost-effective price.
Do you or your loved one need long term care services?
Are you or your loved one running out of money to pay for the long term care services?
Do you or your loved one need to apply for Arizona’s long term care Medicaid program (ALTCS) or for any of the benefits through the Veterans Administration (VA)?
Do you or your loved one have to “spend down” to qualify for medical assistance for ALTCS / VA?
Do you or your loved one need an Income-only Trust (aka: Miller Trust)?
Are you familiar with the guidelines or processes for ALTCS or VA?
If not, do you know of resources knowledgeable in these areas?
Would you like to have a resource to assist you with the ALTCS process?
Do you have a financial power of attorney and medical power of attorney?
Have you completed your advanced directives?
Do you have a plan for your financial situation should you become disabled?
Do you have an estate plan?
These are just a sample of the types of questions we encounter on a daily basis. Browse through our site to find out information about these topics.
We are a knowledgeable resource that can educate and assist you or your loved oneregarding long term care and the resources available to you.
We can assist you with the spend down, qualification, and application processes for ALTCS and VA.
Our financial planner can analyze your financial needs and offer financial options to plan for your future.
Our Certified Legal Document Preparer can prepare your legal documents.
Finally!!! You have a one-stop resource for long term care planning!
The information on this website is provided "as is" for general information purposes only. The content of this website may not be comprehensive, up-to-date, or applicable in all jursdictions. The content may not reflect the views of Montgomery & Associates, Inc. and Montgomery & Associates, Inc. makes no warranty of any kind, whether express or implied, with respect to any information provided on this website. Montgomery & Associates, Inc. assumes no liability for any errors or omissions in the content on this website and the information provided is not to be construed as legal advice. The information is intended to provide a general, factual overview of legal documents and planning options available. For legal matters you should always seek counsel of a qualified attorney licensed in your jurisdiction. Use of any information on this website is at your own risk.
**IMPORTANT NOTICE**
Our CLDP, Carol Aragon-Montgomery, prepares legal documents.OUR CLDP IS NOT AN ATTORNEY AT LAW AND IS NOT EMPLOYED BY ATTORNEYS AT LAW AND CANNOT GIVE LEGAL ADVICE.Your communications with our CLDP are kept CONFIDENTIAL by our CLDP, but since our CLDP is not an attorney at law, such communications are NOT PRIVILEGED (i.e., immune from Subpoena). Our CLDP can give you general factual information pertaining to legal rights, procedures, or options available to you in a legal matter when you are not represented by an attorney.Our CLDP cannot give you specific legal advice, opinions, or recommendations about your legal rights, remedies, defenses, options, or strategies. Please note that the Long Term Care Planning Services are of a financial planning nature and are not specific “legal” advice. Prices subject to change without notice.
