Procino-Wells & Woodland, LLC

Off The Clock

Education EN ↓ 58 episodes

An estate planning podcast by Procino-Wells & Woodland, LLC.

Author

Procino-Wells & Woodland, LLC

Category

Education

Podcast website

offtheclock.buzzsprout.com

Latest episode

Jul 7, 2026

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Episodes

CALM Care Navigation & Private Nursing Service 05.07.2023

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!

Last Will and Testament & Tangible Personal Property 21.06.2023

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.

Incapacity Planning: Powers of Attorney and Advance Health Care Directives 07.06.2023

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...

PACE Your LIFE 24.05.2023

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 a...

Mother's Day Special Episode 14.05.2023

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 27.04.2022

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. 

Aging In Place Specialists 14.04.2022

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 suppo...

Digital Assets 31.03.2022

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...

Legal Mumbo Jumbo 16.03.2022

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.

Understanding Intestacy Rules 02.03.2022

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...

Understanding Medicare with Sean Valentine of CSV Financial, Inc. 16.02.2022

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 t...

The History of Our Offices 02.02.2022

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.

Michele takes Danielle Off The Clock 02.12.2021

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.

Crisis Asset Protection Planning for a Married Client 04.11.2021

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. 

Crisis Asset Protection Planning for a Single Client 14.10.2021

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.

Intermediate Asset Protection Planning 18.08.2021

Michele 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 w...

Irrevocable Asset Protection Trusts 04.08.2021

Michele 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.

Meet Your Local Assisted Living Facility 21.07.2021

Dean 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.

Veterans Benefits 07.07.2021

Amber 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.

Medicaid Long Term Care Myths 23.06.2021

There 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.

Medicaid Long Term Care Benefits 09.06.2021

Amber 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.

The Basics of Elder Law 26.05.2021

Amber 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.

Who CARES? We do. 10.03.2021

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.

Updates from a Local Long Term Care Facility 21.12.2020

Dr. 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.  

Trust Administration 25.11.2020

Now 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...

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