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.

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!

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.

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 - the things our clients don't always get to see during the estate planning process. This episode is sure to make our list of favorite segments ever.

Caution: There's a fire engine in the background during a few seconds of this episode.

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 Foundation, is our guest in this episode to discuss this topic. Our listeners will learn more about charitable giving options, and the use of Delaware Community Foundation and organizations like it to leave a lasting legacy.

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 use of trusts in Delaware. Their conversation uses a case study to illustrate how for most families, creating a trust (sometimes two!) is the perfect solution to meet their estate planning goals.

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 Executor and Trustee, in most cases, because they've never done the job before. Just like hiring legal counsel, families receive an abundance of help from their accountant during this process. Tiffanie Araya, Owner and CPA at Araya Tax and Accounting Services, P.A. is our guest to prove the value an accountant brings to the Estate and/or Trust Administration process.

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 their future health could benefit from the services. Terri Brisbane, Nurse and Clinical Liaison with Compassionate Care Hospice, joins us to help our listeners learn more.