Podcasts by Simmons & Schiavo, LLP – Attorneys At Law

Can My Estate Plan Solve My Capital Gain Tax Issue? from 2020-12-14T10:05:59

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...

13. The Ins & Outs of Social Security from 2018-09-28T19:22:46

12. Medicaid vs. Medicare – What’s the Difference from 2018-09-07T20:00:58

11. How to Sell Your Home from 2018-02-16T21:13:10

10. Tips on How to Buy a Pre-Owned Vehicle from 2018-02-09T17:30:08

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 too...

8. QLACs- A Way to Not Outlive Your Assets and Avoid Taking Required Minimum Distributions (RMDs) from 2018-02-09T17:27:01

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 alternativ...

7. Preserving Wealth by Having Your Business Properly Insured from 2018-02-09T17:24:40

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 a...

6. Estate Tax Minimization Using Life Insurance Trusts from 2018-02-09T17:04:14

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 taxe...

5. Second Marriages and the Importance of Expressing Clear Intent in the Trust from 2018-02-09T17:02:11

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 addi...

4. Preserving your family’s story and legacy from 2018-02-09T16:58:18

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 Inco...