Medicaid Share of Cost

October 4, 2021

Share of Cost (SOC) or Patient Liability (PL) is the amount a Medicaid recipient must pay towards the cost of his / her nursing home care.   In Arizona, this amount is called something different when the member lives in an

Income Only Trusts

March 25, 2021

Have you ever wondered why an Income Only Trust (aka Qualified Income Trust) is needed in some states and not others?

When qualifying for Long Term Care Medicaid, an applicant’s income must not be above the federally determined level. Many …

Income Verification Challenges-OPM

February 19, 2021

The United States Office of Personnel Management (OPM) is an independent agency of the United States Federal Government that manages the US civilian service retirement benefits.

It is important to note that Federal employees did not pay Social Security taxes

Blue Water VA Veterans Update

October 15, 2020

Veterans who served on open sea ships off the shore of Vietnam during the Vietnam War are referred to as “Blue Water Navy Veterans.”    The Blue Water Navy (BWN) Vietnam Veterans Act of 2019 (PL 116-23) extended the presumption of

Timing is important when applying for Medicaid

August 28, 2020

Did you know that regardless of what part of the month you apply for Medicaid (ALTCS in Arizona), even if the application went in on the 31st of the month, IF the applicant was determined eligible in that month, the …

SSI-Supplemental Security Income

August 28, 2020

If an applicant applies for Social Security and does not have sufficient work credits, but meets all the other criteria, they receive a “Welfare Payment” of approximately $783 per month. This is called SSI – Supplemental Security Income.
Regardless of
Ted - A Senior Moment

A Senior Moment- Scams Galore!

August 17, 2020

“YOUR PAYMENT TO NETFLIX HAS BEEN REFUSED BY YOUR BANK”

“GRANDPA, I HAVE BEEN ARRESTED FOR SPEEDING AND NEED BAIL MONEY”

“CONGRATULATIONS, YOU HAVE WON $50,000 IN THE LOTTERY!”

“YOUR ACCOUNT AT WELLS FARGO HAS BEEN COMPROMISED!”

And on and …

Stimulus Checks and Arizona Medical Assistance Eligibility

May 11, 2020

Residents are starting to get their stimulus checks. For some, it is causing confusion and concern. Many worry that the funds will impact their financial status and may negatively impact eligibility for benefits. Many have questions.

If you have a