Shows
Off The ClockRepatriation with Andrew Parsell of Parsell Funeral Homes and CrematoriumRepatriation isn't a process we'd considered before we attended a presentation made by a Parsell Funeral Homes team member. As it relates to funeral planning, the process of repatriation requires an expert, and Andrew Parsell was kind enough to join us for this episode to discuss the things that families should consider if they recognize the possibility of passing away in a country they don't call "home." Listen in to learn more about this unique process. 2024-11-1316 minOff The ClockThe Importance of Insurance with Jeanine O'DonnellJeanine O'Donnell, Agency Owner of the Lewes, DE State Farm, brings years of experience to our listeners about the importance of insurance. Jeanine defines estate liquidity, dispels several myths, and was a good sport through a fun but unexpected travel question. Enjoy this segment of great advice from a pro!2024-10-3018 minOff The ClockSECURE 2.0 Act with Jeff MontgomeryJeff Montgomery is the Founder and President of Montgomery Financial, a fully independent Registered Investment Advisory firm. We value Jeff's attention to detail and thorough approach to planning, including his knowledge and interpretation of the SECURE Act. Jeff was one of our very first podcast guests and he's back to discuss the latest changes to this law. This is another example of how Jeff and his team bring complex topics to life in easy to understand terms.2024-09-2535 minOff The ClockA Team Centered Story with Mindi CooperTeam Centered. It's one of our four firm pillars and Mindi Cooper, Estate Planning Coordinator, is our "guest" today to share her journey with the firm. She and our Firm Manager, Sherri Holder, shed a little more light on Mindi's personality - the things our clients don't always get to see during the estate planning process. This episode is sure to make our list of favorite segments ever.Caution: There's a fire engine in the background during a few seconds of this episode.2024-09-1127 minOff The ClockCharitable Giving and Your Estate PlanA lot of our clients express an interest in using their estate plan to fulfill their charitable giving wishes, but they aren't always confident in their knowledge of the options. Mike DiPaolo, Vice President with the Delaware Community Foundation, is our guest in this episode to discuss this topic. Our listeners will learn more about charitable giving options, and the use of Delaware Community Foundation and organizations like it to leave a lasting legacy.2024-08-2826 minOff The ClockWhich Trust Should I Create?It's a common question - should I create a Revocable Living Trust or an Irrevocable Asset Protection Trust? Answer: Maybe both! Michele Procino-Wells, Esq. and Amber B. Woodland, Esq. are together in this episode to dispel a few myths about the use of trusts in Delaware. Their conversation uses a case study to illustrate how for most families, creating a trust (sometimes two!) is the perfect solution to meet their estate planning goals.2024-08-1426 minOff The ClockTaxes and AdministrationAdministration is the area of our practice that helps families settle the matters of their loved ones who have passed away. During this stressful and emotional time, a decedent's important people are oftentimes uncertain of their role as Executor and Trustee, in most cases, because they've never done the job before. Just like hiring legal counsel, families receive an abundance of help from their accountant during this process. Tiffanie Araya, Owner and CPA at Araya Tax and Accounting Services, P.A. is our guest to prove the value an accountant brings to the Estate and/or Trust Administration process.2024-07-3113 minOff The ClockWhat is Hospice Care and When is it Appropriate?Off The Clock is full of estate planning and elder law content but we love taking a break from the legalese to invite other content relevant to the demographic we serve. Hospice is a key healthcare resource for families to understand in case their future health could benefit from the services. Terri Brisbane, Nurse and Clinical Liaison with Compassionate Care Hospice, joins us to help our listeners learn more.2024-07-1720 minOff The ClockInteresting Client StoriesOne of the best parts of our work is getting to know our clients and hearing about their lives: their stories; their families; their careers. Michele Procino-Wells, Esq. and Amber B. Woodland, Esq. are both on the mic to recount some of the most interesting clients they've encountered in their careers. Don't be fooled though, we could have filled hours and hours of content on this topic because we have the very best clients!2024-07-0326 minOff The ClockYour Financial Institution Won't Accept Your Power of AttorneySometimes it happens! A financial institution won't accept the essential legal document meant to help you support your loved one. Now what? Our Estate Planning Department Manager, Laura McCreary, is on the mic to offer an explanation of why this happens on occasion and what steps we might take to resolve it.2024-06-1913 minOff The ClockFather's Day Special with John Wells and Justin Woodland: What's it like to be married to an attorney?Take time this Father's Day to celebrate all the dads in your life! John Wells and Justin Woodland, husbands to our leading ladies and all-star dads, spent a few minutes with us to create this special episode. Take a quick listen to learn about Michele and Amber off the clock. We hope this is a sentimental start to a celebratory weekend. Happy Father's Day!2024-06-1213 minOff The ClockI Want To Add My Kids To My DeedThis is a common request through our phone line, but proceed with caution. Occasionally a client really wants to give property to a family member, but MOST of the time, they are making this request with other goals in mind, like avoid probate or protecting the real estate from long-term care costs. Michele Procino-Wells, Esq. and Amber B. Woodland, Esq. are together in this episode to discuss all the risks involved in this decision solutions to meet the same goals.2024-06-0530 minOff The ClockVacationing in Retirement with Cindy McCabe and Bethany TravelCindy McCabe owns Bethany Travel and we're so thankful she sat down with us to discuss vacationing in your retirement years. Listeners who weren't convinced before, are sure to recognize the value that experienced travel agents bring to planning a memorable trip. Cindy and her team are a wealth of knowledge (and so nice!!) and their office is very easy to find. If you don't want to be tempted to plan your next vacation, don't listen to this episode!2024-05-2218 minOff The ClockThe Grandest GrandparentsThat's a wrap! We're closing this season of episodes the way we started, showing off the younger generation. To celebrate National Grandparents Day we published a contest encouraging grandchildren to nominate their grandparent as the best around. Laurence and Janice Riggs are our winners! Take a listen to find out why. See you next season!2023-09-1505 minOff The ClockCaring TransitionsStuff. We all have it, and during some milestones our stuff is a burden. Stacey Himler, Owner of Caring Transitions, is with us to introduce her business. Caring Transitions helps older adults relocate and downsize, and helps families who are cleaning out the homes of loved ones who have passed. Take a listen to learn more about Stacey, her team and her helpful work!2023-08-2824 minOff The ClockUnderstanding Probate - The Probate Process from Beginning to EndOur Estate Administration Coordinator, Marie Chin, interviews Amber B. Woodland about the probate process. As often as our team talks about probate, we sometimes take for granted that everyone knows what that term means. Listen in as Amber defines probate, describes the process, and reminders our listeners of how to use their estate plan to avoid it.2023-08-1622 minOff The ClockSupplemental Needs TrustsThe third-party Supplemental Needs Trust is an incredible estate planning document that can be added to an overall plan when a person wants to benefit a loved one who is disabled and collecting public benefits. Alternately, this episode identifies the first-party Supplemental Needs Trust, too. Listen in as Michele Procino-Wells introduces supplemental needs planning and some key opportunities. 2023-08-0229 minOff The ClockOasis Senior AdvisorsLynn Paxson, Owner of Oasis Senior Advisors, helps our listeners understand important things to consider when helping an older adult move from their primary residence into senior living, like an assisted living facility. She's an expert and is passionate about her work of helping seniors dispel myths about facility living, ask the right questions, and keep a goal of happiness on the list!2023-07-1925 minOff The ClockCALM Care Navigation & Private Nursing ServiceSuzanne Lenhard joins us today from CALM Care Navigation & Private Nursing Service to define her unique business and much needed services. If you like being in the know about Delaware health care resources, this is an episode for you!2023-07-0523 minOff The ClockLast Will and Testament & Tangible Personal PropertyThe most well known end of life estate planning document is the Last Will and Testament. Michele Procino-Wells and Amber B. Woodland are together to discuss this common document and how our wishes for our personal possessions can be addressed within our overall plan. Don't miss this foundational knowledge, and then refer to our Revocable Living Trust episode in follow up.2023-06-2120 minOff The ClockIncapacity Planning: Powers of Attorney and Advance Health Care DirectivesEstate planning isn't only for planning what happens to your "stuff" when you pass. A thorough estate plan includes legal documents that support you during your lifetime in the event of incapacity. Michele Procino-Wells & Amber B. Woodland are together in this episode to discuss both lifetime planning documents, and how and when they might be used. You'll hear them refer to the Power of Attorney as one of the most important legal documents that any adult should have, so this is a do not miss episode.2023-06-0722 minOff The ClockPACE Your LIFEOur friend Erin Steele, Director of Marketing and Enrollment, invites us to the PACE Your LIFE Center at the Milford Wellness Village to discuss this new and unique program. PACE stands for Program of All-Inclusive Care for the Elderly and has a mission of supporting individuals with comprehensive services that aim to help them maintain their independence. Our community isn't used to having access to such a robust program so this episode is a must listen - and share!2023-05-2420 minOff The ClockMother's Day Special EpisodeThis Mother’s Day we’re bringing you a special episode to celebrate families and especially the children that are part of our team. Some of the mothers on our team have interviewed their children to quiz them on their knowledge of what mommy really does at work all day. We hope you enjoy these sweet voices and we look forward to you listening in with us during this upcoming podcast season.2023-05-1419 minOff The ClockWhat Other Attorneys SayWhat Other Attorneys Say - sounds like a game show, but it's no laughing matter. Michele Procino-Wells and Amber B. Woodland are together in this episode to give reason to some of the opposing advice that the community hears from other attorneys who claim to work in the same area of the law. 2022-04-2729 minOff The ClockAging In Place SpecialistsAmber Woodland is joined by guest, Debbie Finger of Eastern Shore Senior Care Solutions, to discuss this coined term - aging in place. Debbie has a wealth of knowledge about the aging process, and the common preference to remain at home as we age. She knows first hand what it takes to advocate through significant changes in health and she provides incredible resources to families who use her support. This episode should open all listeners ears to available support during the aging process.2022-04-1433 minOff The ClockDigital AssetsMichele Procino-Wells and Amber B. Woodland work together in this episode to discuss digital assets. Wait! Before you flip to the next episode, yes, you have digital assets. It's common for our clients to think that ownership of digital assets implies ownership of cryptocurrency like bitcoin. If you have common accounts like an email address, a photo storage account or a music library, among others, YOU have digital assets and your estate plan can direct access to them during incapacity, or at your death. Listen in.2022-03-3123 minOff The ClockLegal Mumbo JumboThere are so many legal terms that are confused or misunderstood. Amber B. Woodland sits with one of our Estate Planning Coordinators, Taylor White, to clarify some of the most common legal mumbo jumbo related to our practice.2022-03-1644 minOff The ClockUnderstanding Intestacy RulesDid you know that the 2021 Caring.com Estate Planning and Wills Survey found that 67% of adults don't have a Will? So, what happens to a person's "stuff" when they pass away without an estate plan that explains their wishes? Our attorney, Michele Procino-Wells is hosted by Marie Chin, Estate Administration Coordinator, to discuss just that. When a person passes away without an estate plan, state statues apply, known as intestacy rules, and in most cases, they are not the inheritance rules a person would choose. 2022-03-0230 minOff The ClockUnderstanding Medicare with Sean Valentine of CSV Financial, Inc.Our guest, Sean Valentine of CSV Financial Inc., is with Michele Procino-Wells to discuss Medicare and the number of considerations that contribute to choosing the right plan every year. We hope listeners will recognize the importance of building a relationship with a licensed Medicare Broker and depending on them annually for re-enrollment. Beware, our office closely neighbors a fire department that made a couple guest appearances this episode.2022-02-1632 minOff The ClockThe History of Our OfficesMichele Procino-Wells and Amber Woodland fondly discuss the history and character of our office buildings. Take a listen to learn more about how our offices came to be.2022-02-0221 minOff The ClockMichele takes Danielle Off The ClockWe have an incredible team that we love showing off. In this episode, Michele Procino-Wells prompts our Elder Law Department Manager, Danielle Marvel, to share more about herself and her loves outside of the office. We love our work so we couldn't resist highlighting the ways that Danielle helps our clients, too.2021-12-0227 minOff The ClockCrisis Asset Protection Planning for a Married ClientMichele Procino-Wells and Amber Woodland are together in this episode to expand on some of our most strategic client matters - crisis asset protection planning for a married couple when one or both spouses have a current need for long term care. Listen in to hear them discuss some of the strategies we implement and some of the myths we debunk. 2021-11-0443 minOff The ClockCrisis Asset Protection Planning for a Single ClientMichele Procino-Wells and Danielle Marvel use this episode to discuss asset protection planning strategies for unmarried people during a current need for long term care. They review the concept that it's never too late to plan, even if there is a current need for any level of long term care, and highlight the typical outcomes for a single client matter.2021-10-1438 minOff The ClockIntermediate Asset Protection PlanningMichele Procino-Wells and Amber Woodland work together in this episode to describe intermediate planning strategies. Occasionally, families approach asset protection planning but neither have a current need for long-term care, or five years or more to plan ahead for long-term care. This episode explores some strategies that could work to begin sheltering assets from the costs of long term care while anticipating that health needs might change in the near future.2021-08-1827 minOff The ClockIrrevocable Asset Protection TrustsMichele and Amber introduce Irrevocable Asset Protection Trusts as a legal tool to help families shelter assets from the costs of long term care. Listeners will understand a long list of benefits and reasons that a family would want to incorporate this estate planning document into their overall estate plan.2021-08-0430 minOff The ClockMeet Your Local Assisted Living FacilityDean Reid and Melissa Heverin from a local assisted living facility, Milford Place, are with us today to discuss this intermediate level of long term care. This conversation clarifies the ideal candidate for the assisted living setting, the incredible benefits that residents experience, and the intentional ways that the Milford Place team helps families stay connected.2021-07-2132 minOff The ClockVeterans BenefitsAmber Woodland and Danielle Marvel are back in this episode to discuss Veterans Benefits. They cover the intricacies of qualifying for the Veterans Aid & Attendance Pension Benefit that for some families provides an added source of income to help cover long term care needs.2021-07-0718 minOff The ClockMedicaid Long Term Care MythsThere are so many myths about the Medicaid Long Term Care program that we dedicated a whole episode to dispelling them! Michele Procino-Wells is back with our Client Services Director, Meagan Sekscinski, to correct the most commonly believed myths about Medicaid LTC and elder law.2021-06-2333 minOff The ClockEP 23: The Virtual Dementia Tour with BrightStar CareSpecial episode! We're pleased to welcome Regional Director of Marketing and Community Outreach, Christina Wingate-Spence of BrightStar Care, to discuss The Virtual Dementia Tour. This unique training is a proven approach to building a better understanding of dementia through the use of sensory props and instruction. The VDT helps caregivers and professionals understand what it might feel like to experience Alzheimer's, dementia or related cognitive impairments so that they can be more empathetic in the care they provide and be empowered with tools to take a different approach.2021-06-1620 minOff The ClockMedicaid Long Term Care BenefitsAmber Woodland is excited to introduce our Elder Law Department Manager, Danielle Marvel, in this episode. Danielle is a wealth of knowledge and incredibly helpful in explaining the "three-part test" to become eligible for the benefit, the process of applying, and several nuances in the world of Medicaid planning.2021-06-0931 minOff The ClockThe Basics of Elder LawAmber B. Woodland and Michele Procino-Wells discuss the basics of elder law. This conversation explains the three primary levels of long term care, the average cost of care in our communities and the goals of asset protection planning. This episode also discusses the projected outcomes of this type of planning. Spoiler alert - the outcomes are incredible.2021-05-2627 minOff The ClockEP 20: Meet Your Local Home Care Agency with Beth Copeland from Griswold Home CareBeth Copeland, Agency Director at Griswold Home Care in Lewes, DE, is with Leslie DiPietro this week to discuss the current landscape in home care. Beth gets a chance to share her team's perspective on their services and how they've modified their approach during this uncertain time. We love promoting in-home care services in our community and hope this episode is a helpful introduction.2021-04-1418 minOff The ClockWho CARES? We do.Sherri Holder will introduce our CARES Program Manager, Laura McCreary, and the two will discuss the importance of maintaining an estate plan. Their conversation will take a look at the PWW approach to this important step, and our CARES Program.2021-03-1016 minOff The ClockEP 18: Plan MaintenanceMichele Procino-Wells and Leslie Case DiPietro are together to discuss the importance of maintaining your estate plan. This sometimes forgotten step is key in making sure your plan works when you need it to.2021-02-2421 minOff The ClockEP 17: Supplemental Needs TrustsThe Supplemental Needs Trust is one of many trusts that we look forward to introducing in these segments. Leslie Case DiPietro and Amber B. Woodland discuss how this estate planning document complements an overall plan and supports a family member with a disability.2021-01-0624 minOff The ClockUpdates from a Local Long Term Care FacilityDr. Tawnya Dennis, Administrator from Lofland Park Center in Seaford, DE, is our guest today and she and Michele Procino-Wells explore the current environment of skilled nursing facility care under current COVID restrictions. Listeners will appreciate Dr. Dennis' first hand experience this year, and her perspective on a number of hot topics, like the COVID vaccine. 2020-12-2123 minOff The ClockTrust AdministrationNow that we understand what a trust is, and how it works during our lifetime, it's important to cover how a trust is administered at the owner's passing. Michele Procino-Wells and Amber B. Woodland will explain trust administration in a way that will give the trust owner the confidence that they chose the right estate planning tool, and the Trustee the confidence to carry out their role.2020-11-2526 minOff The ClockEP 13: Revocable Living TrustsNow that listeners have an understanding of the probate process, Michele Procino-Wells and Amber B. Woodland will introduce Revocable Living Trusts. These estate planning documents are excellent replacements for a Traditional Will and are commonly utilized as an incapacity tool and to avoid probate.2020-11-1100 minOff The ClockCan You Trust Your Trust?Michele Procino-Wells and Amber B. Woodland are back in this segment to answer the burning question- can you trust your trust? And what is asset alignment? Michele and Amber discuss the importance of not only creating a trust within your estate plan, but properly funding the trust with your assets.2020-11-1122 minOff The ClockRevocable Living TrustsMichele Procino-Wells and Amber B. Woodland introduce the Revocable Living Trust as a foundational estate planning tool that works to express our end of life wishes, avoid probate, and be used as an incapacity tool. This is a do-not-miss episode!2020-10-2821 minOff The ClockEP 12: The Probate Process from Beginning to EndLeslie DiPietro and Amber B. Woodland walk through the probate process so that listeners understand the legal proceeding that happens after a person passes away. Listeners will learn more about the role of the Executor or Personal Representative, who oversees the process, the fees involved and the lengthy timeline. 2020-10-1418 minOff The ClockRetirement Account Planning and The SECURE ActAmber Woodland talks with our friend, Jeffrey Montgomery of Montgomery Financial to discuss best practices for incorporating our retirement accounts into our overall estate plan while understanding The SECURE Act.2020-09-3025 minOff The ClockEstate Planning PitfallsMichele Procino-Wells and Amber B. Woodland identify hazards in estate planning and coach listeners about ways to avoid these blunders.2020-09-1620 minOff The ClockEP 9: Tangible Personal PropertyLeslie and Michele give us a lesson on one of the most important topics: our stuff! We all have it. This episode explains some of the best ways to incorporate Grandmom's piano and Dad's lawn mower into a family's well rounded estate plan.2020-09-0215 minOff The ClockEP 8: Where There's a Will There's a WayLast Will and Testament. Michele Procino-Wells & Leslie DiPietro clarify the nuances of this traditional and familiar estate planning document.2020-08-1919 minOff The ClockEnd of Life Planning with guest, Andrew ParsellIn this episode, Jessica Whaley interviews Andrew Parsell to share an understanding of another way to pre-plan for the end of our lives. Andrew Parsell is from Parsell Funeral Homes & Crematorium.2020-08-0514 minOff The ClockSherri takes Amber Off the ClockAs a team we regularly invest time to continue developing and growing our "Why?". In this episode Firm Manager, Sherri Holder, interviews Amber Woodland to share some of the meaning behind her commitment to clients and passion for her work.2020-07-2216 minOff The ClockEP 5: Advance Health Care Directives - Planning for Incapacity, Part IIAn Advance Health Care Directive allows the creator to name an Agent(s) that can make medical decisions, indicate their wishes for life sustaining treatment, and describe their wishes for organ donations. Michele Procino-Wells and Leslie DiPietro discuss the importance of this lifetime planning tool.2020-07-0817 minOff The ClockEP 4: Power of Attorney - Planning for Incapacity, Part IOur attorneys have been caught numerous times explaining that the Power of Attorney is one of the most important estate planning documents that any adult can have. In this segment, Amber B. Woodland and Leslie DiPietro explain why.2020-06-2412 minOff The ClockEP 3: A Well-Rounded Estate PlanA well-rounded estate plan has considered the possibility of incapacity during your lifetime, what happens at the end of your life, and how to pay for the possibility of long term care. In this segment Michele Procino-Wells and Leslie DiPietro discuss the four phases of estate planning.2020-06-1018 minOff The ClockWelcome to Off The ClockMichele Procino-Wells introduces our firm and our new podcast in this short and sweet episode!2020-05-2901 minOff The ClockOur StoryPartners Michele Procino-Wells and Amber B. Woodland talk about where they've been, how they got here, and where the future lies for their all-female Sussex County borne law firm that specializes in estate planning and elder law.2020-05-2923 min