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An estate planning podcast by Procino-Wells & Woodland, LLC.
38 Episodes
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That'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!
Stuff. 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!
Our 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.
The 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.
Lynn 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!
Suzanne 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!
The 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.
Estate 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.
Our 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!
This 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.
What 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.
Amber 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.
Michele 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.
There 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.
Did 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.
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.
Michele 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.
We 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.
Michele 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.
Michele 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.
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