Why California is different

  • A one-of-a-kind asset-test reversal. California was the only state to run LTC Medi-Cal with zero asset test during 2024 and 2025, before reinstating limits of $130,000 for an individual and $195,000 for a couple on January 1, 2026.
  • A shorter, temporarily rebuilding look-back. Its standard LTC transfer review runs 30 months rather than the 60-month federal or Florida standard, and transfers made during the permanent January 2024 through December 2025 amnesty window are never reviewed at all — the full 30-month look-back doesn't return until LTC applications or facility entries on or after July 1, 2028.
  • Estate recovery is narrow by design. For deaths after 2016, SB 833 limits recovery to the probate estate and to long-term-care-related services, and it's completely barred if a spouse or registered domestic partner, a child under 21, or a blind or disabled child survives.
  • The nation's largest in-home care program. In-Home Supportive Services is projected to serve 875,344 recipients in fiscal year 2026–27, dwarfing comparable programs elsewhere.
  • A different home-transfer instrument. Instead of Florida's Lady Bird deed, California residents use the revocable transfer-on-death deed for qualifying homes, subject to its own statutory limits and formalities.

California at a glance

Individual asset limit
$130,000
Couple asset limit
$195,000
Look-back period
30 months
Community Spouse Resource Allowance
$162,660
IHSS projected recipients (FY 2026–27)
875,344

Which situation matches yours?

If this is your situationStart here
Care Needed NowA hospital discharge is being planned, a facility decision is imminent, or home care has already started.
Care Within 1-3 YearsMemory changes, a recent fall, or a new diagnosis have made the timeline real, but care isn't needed today.
Planning AheadNo diagnosis, no crisis, no urgency — just the recognition that long-term care is a when, not an if, for most people eventually.
Veteran (or surviving spouse) of wartime serviceAdds a federal pension benefit on top of whatever the Situation and State rows point to.
Owns significant home equityThe home is usually Medicaid-exempt during life but affects estate recovery and private-pay runway.
Already has LTC insurance or a hybrid life/LTC policy in forceThe existing policy is usually the first dollar spent; other pillars become supplemental once benefits are exhausted or if a gap remains.

The 10 funding pillars in California

Every pillar below has its own dedicated California page with the current rules, dollar figures, and what to do next.

Medicaid Program

California Medi-Cal Long-Term Care

How California's statewide CalAIM long-term-care benefit works through Medi-Cal managed care, including the 2026 return of the non-MAGI asset test.

Financial Eligibility

California Medi-Cal Asset Limits

California reinstated its Medi-Cal asset test on January 1, 2026: $130,000 for one person and $195,000 for a couple, after the unique 2024–2025 elimination.

Look-Back & Penalties

California Medi-Cal Look-Back Period

California uses a 30-month LTC transfer review, with a permanent 2024–2025 transfer amnesty window and a review period that does not fully rebuild until July 2028.

Asset Protection Tool

California Transfer-on-Death Deed

California's revocable transfer-on-death deed is a tightly formal residential probate-avoidance tool — not a Florida-style Lady Bird deed.

Estate Recovery

California Medi-Cal Estate Recovery

SB 833 narrowed Medi-Cal recovery after 2017 deaths to probate assets and long-term-care-related services, with absolute protections for specified surviving family members.

Nursing Home Coverage

California Nursing Home Medi-Cal

California nursing-home Medi-Cal uses share of cost rather than Florida's income cap, with CalAIM managed care and unusually low resident personal-needs figures reported by CANHR.

Home & Community Care

California Home Care Medi-Cal

IHSS is California's enormous consumer-directed home-care benefit, alongside CBAS and the Assisted Living Waiver for qualifying full-scope Medi-Cal members.

Planning Ahead

California Long-Term Care Planning

California planning in 2026 means navigating reinstated asset limits, a temporarily shortened transfer review, share of cost, and probate-only estate recovery.

VA Benefits

California VA Aid & Attendance

VA Aid & Attendance has its own income, net-worth, and transfer rules, while California adds CalVet homes and a disabled-veterans property-tax exemption.

LTC Insurance

California Long-Term Care Insurance (*)

California regulates LTC insurance through CDI; its historic Partnership offers asset protection for existing policyholders but is currently closed to new sales.

Participates in the State Long-Term Care Partnership Program.

See what LTC insurance could mean for your California plan

A policy in place before care is needed can change every one of these pillars in your favor. Get a free, no-obligation quote.

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