Simmons & Schiavo

Simmons & Schiavo

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Simmons & Schiavo episodes

  • PODCAST: Medicaid vs. Medicare
    https://www.sslawoffices.com/wp-content/uploads/2025/02/12_Medicaid_vs_Medicare-What_s_the_Difference-1.m4a

    Podcast: Play in new window | Download

    The post PODCAST: Medicaid vs. Medicare appeared first on Simmons & Schiavo.

    19 min
  • Capital Gains Tax When Selling a Home in Massachusetts

    Capital gains taxes are a major concern when selling a highly appreciated piece of real estate. The rules for capital gains are very different if you sell during your lifetime vs. if the property is sold after death. This is where your estate plan can help.

    “Can My Estate Plan Solve My Capital Gain Tax Issue?” Take a listen
    https://www.sslawoffices.com/wp-content/uploads/2025/02/Capital_Gains.mp3
    I’m Selling Now
    How Can My Estate Plan Help?

    The post Capital Gains Tax When Selling a Home in Massachusetts appeared first on Simmons & Schiavo.

    4 min
  • PODCAST: How to Sell Your Home

    https://www.sslawoffices.com/wp-content/uploads/2025/02/11_How_to_Sell_Your_Home-1.m4a

    Podcast: Play in new window | Download

    The post PODCAST: How to Sell Your Home appeared first on Simmons & Schiavo.

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

    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 resources that can help determine if the dealer’s price is fair. For additional podcasts or information about Estate Planning visit: www.simmonsandschiavo.com For more information about Revolution Automotive Services visit: www.revolutionautomotiveservices.com

    The post 10. Tips on How to Buy a Pre-Owned Vehicle first appeared on Simmons & Schiavo, LLP - Attorneys At Law.
    4 min
  • 8. QLACs- A Way to Not Outlive Your Assets and Avoid Taking Required Minimum Distributions (RMDs)

    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. For additional podcasts or information about Estate Planning visit: www.simmonsandschiavo.com

    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.
    7 min
  • 7. Preserving Wealth by Having Your Business Properly Insured

    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 podcasts or information about Estate Planning visit: www.simmonsandschiavo.com For more information about New Wave Insurance visit: https://newwaveinsurances.com

    The post 7. Preserving Wealth by Having Your Business Properly Insured first appeared on Simmons & Schiavo, LLP - Attorneys At Law.
    16 min
  • 6. Estate Tax Minimization Using Life Insurance Trusts

    Attorney Kenneth J. Simmons, Jr. discusses how life insurances can tie into estate planning. He provides an example to show how irrevocable life insurance trusts can be used to minimize estate taxes. For more information visit: www.simmonsandschiavo.com

    The post 6. Estate Tax Minimization Using Life Insurance Trusts first appeared on Simmons & Schiavo, LLP - Attorneys At Law.
    4 min
  • 5. Second Marriages and the Importance of Expressing Clear Intent in the Trust

    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.
    6 min
  • 4. Preserving your family’s story and legacy

    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.
    16 min