Simmons & Schiavo, LLP – Attorneys At Law

Our focus at Simmons & Schiavo, LLP is to assist our clients in passing on the maximum amount of wealth to their loved ones. The best way to do this is to utilize tax savings techniques to minimize both capital gains and estate taxes. Click on the play button below and listen as Attorney Marco [...] The post Can My Estate Plan Solve My Capital Gain Tax Issue? first appeared on Simmons & Schiavo, LLP - Attorneys At Law.

Host Attorney Marco A. Schiavo interviews Luisa Lugo and discusses some of the uses of permanent life insurance. The post 14. What is Permanent Life Insurance? (In Spanish) appeared first on Simmons & Schiavo, LLP - Attorneys at Law.

The post 13. The Ins & Outs of Social Security appeared first on Simmons & Schiavo, LLP.

The post 12. Medicaid vs. Medicare – What’s the Difference appeared first on Simmons & Schiavo, LLP.

The post 11. How to Sell Your Home appeared first on Simmons & Schiavo, LLP.

Host Attorney Marco A. Schiavo interviews guest speaker, Alan Symmes, owner of Revolution Automotive Services who gives recommendations on how to buy a pre-owned vehicle. They talk about useful tools available that can help people make a more informed decision about a used car such as KPI (Key Performance Inspection), CARFAX reports, mileage, and other [...] The post 10. Tips on How to Buy a Pre-Owned Vehicle first appeared on Simmons & Schiavo, LLP - Attorneys At Law.

Host Attorney Marco A. Schiavo and guest speaker, Jenna Ciccone, Financial Advisor at New York Life, discuss Qualified Longevity Annuity Contracts (QLACs) as an investment vehicle and an alternative to receiving Required Minimum Distributions (RMDs). They explain what QLACs are, who they are for, how they work and some of the regulations that govern them. [...] The post 8. QLACs- A Way to Not Outlive Your Assets and Avoid Taking Required Minimum Distributions (RMDs) first appeared on Simmons & Schiavo, LLP - Attorneys At Law.

Host Attorney Marco A. Schiavo discusses business insurance with guest speaker, Chris Shepherd, founder and CEO of New Wave Insurance. They cover, in detail, some of the various insurance options available for small and medium size business such as liability insurance, worker’s compensation, cyber insurance, employment practices liability insurance (EPLI), and umbrella policies. For additional [...] The post 7. Preserving Wealth by Having Your Business Properly Insured first appeared on Simmons & Schiavo, LLP - Attorneys At Law.

Attorney Marco Schiavo talks about second marriages, how this could be a delicate situation that affects Estate Planning, and why it is very important to express clear intent in the Trust. For additional podcasts or information about Estate Planning visit: www.simmonsandschiavo.com The post 5. Second Marriages and the Importance of Expressing Clear Intent in the Trust first appeared on Simmons & Schiavo, LLP - Attorneys At Law.

Host Attorney Marco A. Schiavo discusses the importance of preserving a family’s stories, values and legacy with guest speaker Rob Cooper. Rob is the Creative Director of Verissima Productions Incorporated, a video production company that specializes in personal histories. For more information visit: www.simmonsandschiavo.com The post 4. Preserving your family’s story and legacy first appeared on Simmons & Schiavo, LLP - Attorneys At Law.

Host Attorney Marco A. Schiavo discusses how to invest for both college and retirement with guest speaker, Dan Wilson, of Ameriprise Financial. They cover, in detail, some of the various investment vehicles which target these goals. They also discuss guidelines on how much to keep as an “emergency fund”. For additional podcasts or information about [...] The post 3. The Great Balancing Act: Saving for College and Retirement first appeared on Simmons & Schiavo, LLP - Attorneys At Law.

Attorneys Marco A. Schiavo and Kenneth J. Simmons, Jr. clarify probate misconceptions, its process, documents needed, and most importantly, how to avoid probate. For more information visit: www.simmonsandschiavo.com The post 1. What is Probate? appeared first on Simmons & Schiavo, LLP - Attorneys at Law.

Host Attorney Marco A. Schiavo discusses the home buying pre-approval process with guest speaker John Faria, Senior Mortgage Advisor from Province Mortgage Associates, Inc. They cover, in detail, the three key aspects to qualify for a mortgage which include income, assets and credit. They also discuss the documents needed for this process and the requirements... Read More The post 2. Obtaining a Pre-approval to Buy a Home appeared first on Simmons & Schiavo, LLP - Attorneys at Law.