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    As You Age: How to Avoid Legal and Financial Fears As You Age
    As You Age: How to Avoid Legal and Financial Fears As You Age
    As You Age: How to Avoid Legal and Financial Fears As You Age
    Ebook57 pages26 minutes

    As You Age: How to Avoid Legal and Financial Fears As You Age

    By David Wingate

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    About this ebook

    Our goal is to have you or your loved one live well and be as independent as possible. We desire you to feel secure, enhance your quality of life and ultimately have peace of mind.

    You may need some guidance and support through this aging process, and we hope to help you with this book.

    Also, we hope to encourage you to plan, strategize and manage your or your loved ones care, finances and legal issues utilizing all the services and resources available to you in your community.

    We have seen the devastating effects of non planning can do to a family, be it a car accident to a young family, to your loved one entering into a nursing home. Consequently, we advise you to take action before a crisis hits you or your family. Good care can be costly, but inadequate planning and care is catastrophic.

    Planning strategies, we hope, will increase the vitality of your loved ones and provide comfort and relief to you.
    LanguageEnglish
    PublisherLulu Publishing Services
    Release dateMar 11, 2014
    ISBN9781483408309
    As You Age: How to Avoid Legal and Financial Fears As You Age

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      Book preview

      As You Age - David Wingate

      As You Age

      black.jpg

      How to Avoid Legal and

      Financial Fears as You Age

      DAVID WINGATE

      Copyright © 2014 David Wingate.

      All rights reserved. No part of this book may be reproduced, stored, or transmitted by any means—whether auditory, graphic, mechanical, or electronic—without written permission of both publisher and author, except in the case of brief excerpts used in critical articles and reviews. Unauthorized reproduction of any part of this work is illegal and is punishable by law.

      ISBN: 978-1-4834-0831-6 (sc)

      ISBN: 978-1-4834-0830-9 (e)

      Because of the dynamic nature of the Internet, any web addresses or links contained in this book may have changed since publication and may no longer be valid. The views expressed in this work are solely those of the author and do not necessarily reflect the views of the publisher, and the publisher hereby disclaims any responsibility for them.

      Any people depicted in stock imagery provided by Thinkstock are models, and such images are being used for illustrative purposes only.

      Certain stock imagery © Thinkstock.

      Lulu Publishing Services rev. date: 03/04/2014

      Many of us crucify ourselves between 2 thieves. Regret for the past and fear of the future.

      —Fulton Orsler

      • • • • • • • • • • • • • • •

      Let our advance worrying become advance thinking and planning

      —Winston Churchill

      Contents

      INTRODUCTION

      DAVE’S STORY

      KEY ELEMENTS OF ESTATE PLANNING

      Goal

      Evaluation

      BASIC ESTATE PLANNING

      Durable Power of Attorney

      Health Care Agent

      Living Will

      DNR

      HIPPA

      Changing Your Attorney-in-Fact

      Will

      Choosing the Personal Representative

      Trusts

      Trustee

      Avoiding Estate Taxes

      Asset Protection

      Special (Supplemental) Needs Trusts

      Probate

      GOVERNMENT PROGRAMS

      Social Security

      Medicare

      Medicaid

      VA Benefits

      CONCLUSION

      INTRODUCTION

      As we age we face unique financial and legal issues, including Asset Protection, Medicaid, and Estate Planning.

      The time to act is NOW!

      With proper planning, you will insure that things will be handled according to your wishes, and thus, help protect you and your loved one’s financial security.

      Imagine the peace of mind you will have when you stop reacting to your situation, and start putting into place a positive action plan.

      Enjoying the preview?
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