An estate planning podcast by Procino-Wells & Woodland, LLC.
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Saves to your Listen queue, to pick up on another day or another device.
In this episode of Off the Clock, our attorney Katie S. Heald unpacks two important updates to Delaware's incapacity planning landscape. First exploring the Uniform Health-Care Decisions Act (UHCDA), which took effect September 30, 2025 and reshapes how incapacity is determined, reduces signing formalities, extends support for mental health care, and modernizes the list of default surrogates.…
When someone you love can no longer make decisions for themselves, the question of who steps in, and how, matters more than most families realize. In this episode, Katie S. Heald, Esq. walks through two of the most important legal tools in that situation: Powers of Attorney and Adult Guardianship. Katie addresses one of the most common misconceptions the firm encounters, that a diagnosis of…
What happens when the doctor's visit ends and a senior goes home alone? In this episode, we sit down with Lori Smith, Program Director of WeCare Services in Milford, Delaware, to explore how their Personal Health Nurse model is quietly transforming the lives of older adults across Delaware. If you or someone you love is navigating the challenges of aging in place, this conversation is for you.
Delaware recently passed legislation allowing homeowners to add Transfer on Death (TOD) designations to their property deeds. While this new option promises a simple way to avoid probate, it comes with significant limitations that many residents don't realize until it's too late. In this episode, Director of Estate Planning, Mindi Cooper sits down with attorney Amber B. Woodland, Esq. to unpack…
George Schwendtner, owner of Property Tenders, LLC, joins us to discuss property maintenance, and the chores that get away from property owners as they age, experience changing health, relocate, and more. With a focus on preventative work, our time together outlines ways that this creative business is supporting local families.
Featuring Kyle Banks from PKS Investment Advisors, this episode discusses how Delaware grandparents can strategically save for their grandchildren's education. Key highlights include recent changes to FAFSA rules, strategic use of the five-year election, opportunities to roll unused savings to Roth IRAs, and consideration of other strategies like directly paying tuition bills. Thanks to Kyle for…
From understanding the basics of funeral pre-planning to navigating the practical questions families face, this episode covers many things you need to know about planning ahead for end-of-life arrangements. We're joined by Kelly Andreason, VP of Legacy of Love, a company that provides an alternative approach to traditional funeral pre-planning. Throughout our discussion, Kelly compares Legacy of…
When young adults turn 18, parents and guardians lose their legal authority to act on their behalf—a reality that can create serious complications during emergencies or when support is needed. In this essential episode, attorneys Michele Procino-Wells, Esq. and Amber B. Woodland, Esq. guide young adults through the critical process of establishing a Power of Attorney and Advance Health Care…
Repatriation 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…
Jeanine 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!