Off The Clock

Beth Copeland, Agency Director at Griswold Home Care in Lewes, DE, is with Leslie DiPietro this week to discuss the current landscape in home care.  Beth gets a chance to share her team's perspective on their services and how they've modified their approach during this uncertain time.  We love promoting in-home care services in our community and hope this episode is a helpful introduction.

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.

Michele Procino-Wells and Leslie Case DiPietro are together to discuss the importance of maintaining your estate plan.  This sometimes forgotten step is key in making sure your plan works when you need it to.

The Supplemental Needs Trust is one of many trusts that we look forward to introducing in these segments.  Leslie Case DiPietro and Amber B. Woodland discuss how this estate planning document complements an overall plan and supports a family member with a disability.

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.  

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.

Michele Procino-Wells and Amber B. Woodland are back in this segment to answer the burning question- can you trust your trust?  And what is asset alignment?  Michele and Amber discuss the importance of not only creating a trust within your estate plan, but properly funding the trust with your assets.

Michele Procino-Wells and Amber B. Woodland introduce the Revocable Living Trust as a foundational estate planning tool that works to express our end of life wishes, avoid probate, and be used as an incapacity tool.  This is a do-not-miss episode!

Leslie DiPietro and Amber B. Woodland walk through the probate process so that listeners understand the legal proceeding that happens after a person passes away.  Listeners will learn more about the role of the Executor or Personal Representative, who oversees the process, the fees involved and the lengthy timeline.  

Amber Woodland talks with our friend, Jeffrey Montgomery of Montgomery Financial to discuss best practices for incorporating our retirement accounts into our overall estate plan while understanding The SECURE Act.