| Resource Allowances & Transfer Divisor: | |
|---|---|
| Maximum Resource Allowance for Patient, Effective January 1, 2026 | $9,950.00 |
| Minimum Resource Allowance for Patient's Spouse, Effective January 1, 2026 | $32,532.00 |
| Maximum Resource Allowance Patient's Spouse, Effective January 1, 2026 | $162,660.00 |
| Prepaid Funeral Maximum, Effective June 1, 2025 | $15,870.00 |
| Home Equity Cap for Non-Married Patient, Effective January 1, 2026 | $752,000.00 |
| Penalty Divisor for Gifts or Transfers, Effective January 1, 2026 | $12,216.30 |
| Income Allowances: | |
|---|---|
| Income Allowance for Patient (if patient is a qualifying veteran add $30.00) | $60.00 |
| Maximum Income Allowance for Patient's Spouse | $4,066.50 |
| Minimum Income Allowance for Patient's Spouse | $2,643.75 |
| Heating & Utility Allowance for Patient's Spouse | $682.00 |
| Standard Shelter Amount/Excess Shelter Allowance for Patient's Spouse | $793.13 |
| Allowance for Patient's Legal Guardian | $83.00 |
| Extended Care / Waiver Income Limit (2026 Federal SSI Benefit Rate $994 * 3) | $2,982.00 |
We provide estate planning counsel to our clients protecting their assets and preparing their family's estate planning needs. Learn more about our firm.
