Discover the “Peace of Mind” Process with Estate and Elder Planning, LLC


Embark on a comforting journey when you step into our office for your initial consultation. We promise to create an atmosphere of solace, ensuring that when you leave, a wave of relief will wash over you. Why? Because you’ll have a trusted guide to navigate the intricate labyrinth of long-term care legalities. Here’s our four-step process to help you conquer the challenges:

Step 1: The Peace of Mind Meeting

Consider this meeting an opportunity to acquaint yourself with our esteemed firm. We genuinely appreciate the chance to collaborate with you and your family. During this initial encounter, our primary goal is to provide you with comfort and clarity regarding the long-term care maze you find yourself in. To ensure a productive session, please bring any information you have about your assets, income, social security, real estate, and long-term care costs. We’ll carefully review everything.

You may have a myriad of questions about long-term care, Medicaid planning, Alzheimer’s planning, and Estate Planning. Rest assured, we’ll do our utmost to answer each one. Drawing on our vast experience, we’ll guide you towards your ultimate destination—the center of the maze.

Step 2: Planning & Design

Just as you wouldn’t construct a house without a blueprint, successfully navigating the elder law long-term care maze requires meticulous planning. Armed with the information you provide, we’ll develop a comprehensive strategy tailored to your unique circumstances. It’s crucial that you furnish us with accurate and up-to-date details to avoid any future complications.

This is where the true work begins. We’ll chart a road map to achieve all your family’s goals, whether that involves protecting your legacy, securing long-term care benefits, or obtaining Medicaid assistance.

Step 3: Implementation

With the blueprint in hand, it’s time to put our plan into action. We know exactly which steps to take, and we’ll begin executing the strategy designed to fulfill your family’s objectives. This may involve preparing essential legal documents such as Family Trust Plus, Revocable Trusts, Deeds, Asset Protection plans, Medicaid Applications, Wills, and Power of Attorneys.

Step 4: Signing the Documents

Once the legal documents are meticulously prepared, we’ll arrange a signing meeting. During this session, we’ll thoroughly review the documents with you to ensure they align with your needs and incorporate the information gathered during the initial consultation. If everything meets your satisfaction, you can confidently affix your signature. Subsequently, we’ll compile and organize all the documents in a neat binder for your convenience.

Embark on our “Peace of Mind” Process and let our office illuminate your path to a secure future.




To learn more about estate planning and elder law, visit Estate and Elder Planning by David Wingate at For an Initial Consultation, call (301) 663-9230. We can assist you with powers of attorneys, living wills, wills, trusts, Medicaid planning, and asset protection. With office locations in Frederick, Washington, and Montgomery Counties, Maryland, we are here to provide you with peace of mind.


The information provided in this blog post is for general informational purposes only and should not be construed as legal advice. While we strive to provide accurate and up-to-date information, laws and regulations regarding dementia, estate planning, and elder law can vary by jurisdiction and may change over time.

The content of this blog post is not intended to create an attorney-client relationship between the reader and Estate and Elder Planning by David Wingate or any of its attorneys. It is always recommended to seek professional legal advice tailored to your specific situation from a qualified attorney.

The applicability of legal principles can vary based on individual circumstances, and the information provided in this blog post may not necessarily address all possible legal issues or concerns. Therefore, it is advisable to consult with an experienced attorney before making any decisions or taking any actions based on the information provided in this blog post.

Estate and Elder Planning by David Wingate assumes no responsibility for any errors or omissions in the content of this blog post or for the accuracy, completeness, or adequacy of the information contained herein. Any reliance on the information provided in this blog post is at the reader’s own risk.

The inclusion of any links or references to external websites or resources does not imply endorsement or recommendation by Estate and Elder Planning by David Wingate. We cannot guarantee the accuracy or accessibility of the information on linked websites, and we are not responsible for any content or services provided on these sites.

We encourage readers to consult with an attorney regarding their specific legal concerns and to obtain professional advice tailored to their individual circumstances. Each person’s situation is unique, and the information provided in this blog post may not be applicable to everyone.

By reading this blog post, you acknowledge and agree that Estate and Elder Planning by David Wingate, its attorneys, and agents are not responsible or liable for any damages or losses arising from your reliance on the information provided herein.

Always consult with a qualified attorney for advice regarding your individual legal situation.

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