Off The Clock

De: Procino-Wells & Woodland LLC
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  • Resumen

  • An estate planning podcast by Procino-Wells & Woodland, LLC.
    © 2024 Off The Clock
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Episodios
  • Repatriation with Andrew Parsell of Parsell Funeral Homes and Crematorium

    Repatriation with Andrew Parsell of Parsell Funeral Homes and Crematorium
    Nov 13 2024

    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 "home." Listen in to learn more about this unique process.

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    16 m
  • The Importance of Insurance with Jeanine O'Donnell

    The Importance of Insurance with Jeanine O'Donnell
    Oct 30 2024

    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!
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    18 m
  • SECURE 2.0 Act with Jeff Montgomery

    SECURE 2.0 Act with Jeff Montgomery
    Sep 25 2024

    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 the SECURE Act. Jeff was one of our very first podcast guests and he's back to discuss the latest changes to this law. This is another example of how Jeff and his team bring complex topics to life in easy to understand terms.
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    35 m
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