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Estate Planning by Simmons

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Podcasts on Estate Planning, Elder Law, Wealth Preservation, Probate, and Trust Administration. We are here to help you and your family. Wouldn’t it be great to have peace of mind knowing that your loved ones will inherit your assets and will do so privately and efficiently, without the burden, delay and expense of the probate court and that your assets and medical care can be properly managed if you become incapacitated? We are dedicated to developing an estate plan which is personalized for you. At Simmons & Schiavo, we know that each one of us has different concerns and different objectives when it comes to our families.

Podcasts on Estate Planning, Elder Law, Wealth Preservation, Probate, and Trust Administration. We are here to help you and your family. Wouldn’t it be great to have peace of mind knowing that your loved ones will inherit your assets and will do so privately and efficiently, without the burden, delay and expense of the probate court and that your assets and medical care can be properly managed if you become incapacitated? We are dedicated to developing an estate plan which is personalized for you. At Simmons & Schiavo, we know that each one of us has different concerns and different objectives when it comes to our families.
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Location:

United States

Genres:

Podcasts

Description:

Podcasts on Estate Planning, Elder Law, Wealth Preservation, Probate, and Trust Administration. We are here to help you and your family. Wouldn’t it be great to have peace of mind knowing that your loved ones will inherit your assets and will do so privately and efficiently, without the burden, delay and expense of the probate court and that your assets and medical care can be properly managed if you become incapacitated? We are dedicated to developing an estate plan which is personalized for you. At Simmons & Schiavo, we know that each one of us has different concerns and different objectives when it comes to our families.

Language:

English

Contact:

7813971700


Episodes

12. Medicaid vs. Medicare – What’s the Difference

9/7/2018
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The post 12. Medicaid vs. Medicare – What’s the Difference appeared first on Simmons & Schiavo, LLP - Attorneys at Law.

Duration:00:18:39

11. How to Sell Your Home

2/16/2018
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The post 11. How to Sell Your Home appeared first on Simmons & Schiavo, LLP - Attorneys at Law.

Duration:00:21:06

10. Tips on How to Buy a Pre-Owned Vehicle

2/9/2018
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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... Read More The post 10. Tips on How to Buy a Pre-Owned Vehicle appeared first on Simmons & Schiavo, LLP - Attorneys at Law.

Duration:00:03:27

8. QLACs- A Way to Not Outlive Your Assets and Avoid Taking Required Minimum Distributions (RMDs)

2/9/2018
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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.... Read More The post 8. QLACs- A Way to Not Outlive Your Assets and Avoid Taking Required Minimum Distributions (RMDs) appeared first...

Duration:00:06:36

7. Preserving Wealth by Having Your Business Properly Insured

2/9/2018
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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... Read More The post 7. Preserving Wealth by Having Your Business Properly Insured appeared...

Duration:00:15:11

5. Second Marriages and the Importance of Expressing Clear Intent in the Trust

2/9/2018
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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 appeared first on Simmons & Schiavo, LLP - Attorneys at Law.

Duration:00:05:08

4. Preserving your family’s story and legacy

2/9/2018
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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 appeared first on Simmons & Schiavo, LLP - Attorneys at Law.

Duration:00:15:28

3. The Great Balancing Act: Saving for College and Retirement

2/2/2018
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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... Read More The post 3. The Great Balancing Act: Saving for College and Retirement appeared first on Simmons & Schiavo, LLP - Attorneys at Law.

1. What is Probate?

1/31/2018
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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.

Duration:00:05:18

2. Obtaining a Pre-approval to Buy a Home

1/31/2018
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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.

Duration:00:12:50