Be Prepared for the Unexpected
Minimize estate taxes, protect your assets from long term care/nursing home costs, avoid probate, shield your assets for your children’s creditors, and/or plan for the financial needs of a loved one with special needs with a personalized estate plan.
that you deserve peace of mind.
that family is as important to you as it is to us.
that your future is in your hands.
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Marco provided excellent attention to detail for advising on will and family trust planning. The introductory questionnaire was useful in framing the various topics, people, and information that I needed to think about in order to put something in-place. He was helpful in asking many questions and explaining the reasons behind competing choices to aid me in making my final decisions.
Above my expectations. I had some work done with Marco and I was very satisfied. Marco is a great person to work with and the results were above my expectations. I highly recommended his services.
Ken Simmons is working with us on estate planning. He is wonderful to work with. He invests the time needed to make us feel comfortable and to get us to the right result. He walked us through all of our options in detail and explained the complex laws surrounding estate planning in a way that made sense. He gave us the time and space we needed to make decisions but closely guided us where we needed it. We were impressed with his knowledge and expertise. I would strongly recommend him and his practice for estate planning.
Marco was referred to us by a trusted adviser. He answered all of our questions, making us comfortable throughout the entire process of setting up our trust. Marco also brought questions/scenarios up that we would never have thought of. He was very helpful. We highly recommend him.
Simmons & Schiavo, LLP and Marco, specifically, have handled estate planning matters for several of my family members. I cannot say enough positive things about him. He is detail oriented, meticulous and down to earth. He takes the time to explain complex matters in a way that is easy to understand and is so patient when fielding the endless questions that come with complex estate planning matters. During the course of planning I felt Marco honestly wanted to help my family and make sure that everyone was comfortable with their decisions. I would, and have, recommended Marco to anyone looking for estate planning assistance.
Free Estate Planning Strategies Booklet
In an area of law as complicated and diverse as estate planning, making an uninformed decision can be extremely dangerous. It can cause unnecessary delays, increased taxes, legal expenses, and potential litigation. View our guide, designed for clients who potentially face paying significant estate taxes upon death.