DAVID WINGATE – TOP ATTORNEY

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I am pleased to announce that I was recently selected as one of the Top Attorneys in the USA, by the Who’s Who Directories. I have a wonderful team who are truly passionate about helping our clients prepare for their second half of life.         For a complete list of upcoming seminars, visit our website at www.davidwingate.com. Peace of mind is only a call or click away! For an Initial Consultation call The Elder Law Office of David Wingate at (301) 663-9230 or visit www.davidwingate.co David Wingate is an elder law attorney at the Elder Law Office…

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The Role of Financial Services and The Elder Law Office of David Wingate, LLC

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For years, our role as Elder Law Attorneys was fairly straightforward. We would counsel our clients and help them with the appropriate legal documents. This might include Powers of Attorney for Finances and Healthcare, and perhaps a Last Will and Testament, and in some instances a Revocable or Irrevocable Trust. Once clients had the appropriate documents in place, then we advised them to let us know if their situation changed and one of them needed additional care. In that event, we would show them the best ways to pay for that care. With the recent economic difficulties and the aging…

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Win a copy of “Tax – Free Money for Long-Term Care” book

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You could win a copy of “Tax – Free Money for Long-Term Care” book simply by attending our next FREE seminar presented by David Wingate – Elder Law & Estate Planning Attorney, with over 20 years’ experience helping folks discover the best means possible to pay for nursing home and assisted living care! This consumer’s real life, hands-on guide will show you how you can: Create tax-free money for long-term care, using your IRA for long-term care, explain Medicaid eligibility, and how to legally protect your assets. For a complete list of upcoming seminars, visit our website at www.davidwingate.com. Peace…

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PROTECTING YOUR DIGITAL ASSETS AND WHY IT MATTERS!

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If you are like me, access to technology makes each day easier, more efficient and a lot more interesting than I could have imagined. And yes, I will admit there is a bit of dependency. I do depend on my computer and my smart phone… to keep up with news as soon as it happens; to Google the answers to all my questions; to shop, pay bills and bank online; to stay connected with family and with old and new friends, no matter where our travels take us. When I am able to see pictures of adventure and life posted…

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POWER OF ATTORNEY VS. GUARDIANSHIP

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What is a Power of Attorney? A power of attorney is a legal document where one person (the principal) authorizes another person (the agent) to act on the principal’s behalf. There are financial powers of attorney which allow your agent to make decisions regarding your property, and health care powers of attorney which allow your agent to make decisions regarding your health care needs. Your power of attorney can be broad in scope, giving your agent the ability to make any and all financial and health care decisions for you, or your power of attorney can be limited by specifying…

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PLANNING FOR AGING

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“Aging Care Plan” refers to the broad spectrum of medical and support services provided to persons who have lost some or all capacity to function on their own due to a chronic illness or disabling condition and who are expected to need such services over a prolonged period of time. Long-Term care can consist of care in the home by family members (assisted by voluntary or employed help), adult day health care, or care in assisted living facilities or nursing homes. Approximately 60% of us will need Long-Term care at some point in our lives. When this statistic is put…

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PROTECTING YOUR HOME USING THE PARENTAL CARE RULE

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The Parental “2 Year Rule” The Parental Care Rule allows the Medicaid applicant’s child to assert that he or she has taken care of their parent for the past consecutive 24 months, and thus the home is not a penalized transfer. The following information should be provided: Utility bills, auto registration, or other documents containing son/daughter’s name and address (one 24 months ago and one dated one month prior to application) to prove residency at home. Written verification from the applicant’s physician stating that the applicant’s condition required long term care (can’t perform activities of daily living, etc.). Statement from…

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Don’t be “blindsided” by finding out your Durable Power of Attorney isn’t POWERFUL enough!

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Don’t be “blindsided” by finding out your Durable Power of Attorney isn’t POWERFUL enough! Is your Durable Power of Attorney more than 5 years old or prepared by an Estate Planning attorney or general practitioner? You may find out too late that there are assets your Power of Attorney can’t handle for you.   For a complete list of upcoming seminars, visit our website at www.davidwingate.com. Peace of mind is only a call or click away! For an Initial Consultation call The Elder Law Office of David Wingate at (301) 663-9230 or visit www.davidwingate.com David Wingate is an elder law…

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Medicaid can pay for a large portion of your Nursing Home Care

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Medicaid can pay for a large portion of the care your loved ones need at Nursing Homes. But, because of various new laws, it can come at a high price! Without making smart moves, you could unintentionally give the state permission to seize part of your family member’s assets and even your own. Protect your loved one and your family’s assets with the information you’ll learn at our FREE seminars. I’ll teach you ways to maximize care coverage while minimizing the financial burden on your family. We inform you about new laws and policy changes that could affect family finances….

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