Montgomery & Associates Inc is a trusted resource for long term care planning in Mesa, AZ. With 27 years of experience processing ALTCS applications, they are experts in navigating the eligibility process and protecting assets from probate. Their services include ALTCS consulting, legal document completion, veterans benefits assistance, and Medicare education.
They offer ALTCS Benefit Planning to correct inequities in the system, Income-Only Trusts to become income eligible for ALTCS, and a range of legal documents for estate planning. Montgomery & Associates Inc also provides free ALTCS and Income-Only Trust need assessments to determine potential eligibility. With their expertise and compassionate consultants, they untangle the red tape and guide clients through the qualification process, helping them preserve their hard-earned money.
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