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 unexpect...

Jeff 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 ...

Team 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 - ...

A 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 Foundati...

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...

Administration 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 Execut...

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 th...

One 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 mos...

Sometimes 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 thi...

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...

This 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 o...

Cindy 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 plannin...

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 aroun...

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 c...

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 defi...

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 i...

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 ...

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 w...

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 ...

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 ...

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 re...

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 attorney...

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 a...

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 ...