Montgomery & Associates Inc
Montgomery & Associates Inc., operating under the name ALTCSPlanning.net, is a private consulting firm based in Tucson, AZ, specializing in assisting individuals with the Arizona Long Term Care System (ALTCS) application and eligibility process. The company offers a range of services, including consultations on ALTCS benefits, financial eligibility assessments, and guidance on legal documents such as wills and trusts.
In addition to helping clients navigate the ALTCS program, Montgomery & Associates provides free assessments for potential eligibility and income-only trusts for those above the income limit. Their expertise is complemented by a commitment to supporting individuals in understanding their options related to VA benefits, Medicare, and estate planning.
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