Learn more about Arizona’s Medicare Savings Plans. Saving Medicare beneficiaries at least ~$1284.00 a year.

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**.

A question we are frequently asked ... Does ALTCS take my loved one's income when they qualify for ALTCS benefits? The answer to that question is NO. They don't TAKE the income. But they do assess a cost of care based on the ALTCS' members income. There is a myth that...

This blog provides information about the non-financial criteria for the ALTCS program in Arizona (Medicaid).

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 July 1, 2015, the following numbers changed: $1992.00 Monthly Spousal Need $ 598.00 30% of the...

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

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

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.

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

Medicare is taking steps to remove Social Security numbers from Medicare cards.

More than 60% people lack any type of will or estate planning. There are free resources, DIY options, and hands-on assistance to get your legal documents today.

PDF version of this information As of February 1, 2018 (blue text only updated in February 2018) ALTCS Individual Standards $2,250.00—ALTCS Monthly Income Limit $2,000.00—Resource Limit Medicare Savings Plan Individual Standards $1,012.00—QMB Income Limit...

On April 2014, Eligibility Standards Changes will occur for 1. SSI-MAO and QMB Income Standards increased, 2. SLMB Income Standards, 3. QI-1 Income Standards.

Legal document fee list & explanation of document types

Your health coverage through the Health Insurance Marketplace may affect your taxes: • If anyone in your household enrolled in a health plan through the Marketplace in 2014, you’ll need some new information when you file your federal income taxes. • If you didn’t have...