Off The Clock Procino-Wells & Woodland, LLC
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- Education
An estate planning podcast by Procino-Wells & Woodland, LLC.
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The Grandest Grandparents
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!
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Caring Transitions
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!
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Understanding Probate - The Probate Process from Beginning to End
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.
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Supplemental Needs Trusts
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.
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Oasis Senior Advisors
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!
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CALM Care Navigation & Private Nursing Service
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!