FOUR things to keep in mind regarding ALTCS medical eligibility (PAS – Pre-Admission Screening) – eligibility getting tougher, medical records needed, request them in advance, journal your caregiving

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

Folks are getting $2000 & up Miller Trust fee quotes at other firms.
We can help! Ours start at $250!

ALTCS uses some specific numbers in their community spouse monthly income allowance calculation. The numbers used in the calculation change three times a year. Effective October 1, 2015, the following numbers changed: $ 271.00 Standard Utility Allowance; this amount...

ALTCS/MSP GUIDELINES As of July 1, 2020 (items in RED reflect changes) ALTCS Individual Standards (changes each January) $2,349.00 — ALTCS Monthly Income Limit$2,000.00 — Resource Limit Medicare Savings Plan Individual Standards (changes each February) $1,064.00 — QMB...

There is a Medicare Cost Sharing Program called QMB—Qualified Medicare Beneficiary. It’s “like” a supplement to Medicare insurance AND members can go to any Medicare approved providers**.

Business cards for ALTCS Planning.net

Most of you know that come January 2018, Bridgeway Health Solutions will no longer be a program contractor for ALTCS. The replacement program contractor is Banner University Family Care. They will have contracts to provide the ALTCS services in the...

Already taken our ALTCS Eligibility Assessment and found out you can apply on your own? Find the resources here to apply.

Persons who need ALTCS who are also married to a spouse still living in the community get to use the rules referred to as “Community Spouse” rules. These rules entitle the couple to retain a greater share of the assets and still potentially qualify for the program.

07/30/14 - Recommendation Letter

ALTCS CSMIA updates & Montgomery & Associates, Inc. fee changes

Statistically speaking, 1 out of 2 people will need long term care in their lifetime. After age 70, that statistic is 1 in 3. Are you prepared?

Other than trusts, what other options do I have to prevent probate of my assets when I die? POD, name beneficiaries, beneficiary deed, MVD form.

A very important part of your long term care planning is having your paperwork in order. There are documents that you can sign which name someone you trust to be YOU when you are no longer capable of acting on your own behalf.