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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With our elderly loved one finding himself sent from a hospital to rehab/nursing home and his personal funds running out and still requiring care we turned to Simmons & Schiavo.
The care facility got a lawyer and kept threatening us with a “conservatorship” thinking there was a big pay day at the end of the rainbow. Marco Schiavo thought otherwise.
He skillfully navigated the application and approval process with Masshealth for Long-Term-Care Services in a Nursing Facility, advised us on the required spend-down of patient assets (legal, medical, pre-paid funeral, etc…) and after diligent counsel of the entire process by Marco and his partner Ken, Masshealth approved the care and payments (retroactively) and there was even a patient pay refund obtained, which was put towards more of the pre-paid funeral expenses of our loved one.
This took a huge burden off us both emotionally and potentially financially and gave us the peace of mind everybody should have if a loved one takes ill and needs care and assistance, especially an elderly family member.
Marco and Ken are both professional and passionate about helping and we are grateful to them for their assistance.
I recently completed my estate planning with Marco, and he made it quite easy and painless. He was very patient with my questions (I learned a lot during the process) and the final product, complete with binder as well as everything on thumb drive, was so professional. I definitely recommend Marco and his firm!
Ken Simmons has been excellent to work with on our estate planning. He’s extremely knowledgeable and helpful. He is easily accessible and always great with explaining the details of our plan and always happy to answer any of our questions. We have and will continue to recommend Ken to anyone who may be looking. He’s the best!
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.
My wife and I just had the pleasure of working with Attorney Marco Schiavo. Wow! What an amazing experience. It all began when we placed a phone call after hours and we actually received a call back from this attorney the following morning. There was no pressure but he just asked what we needed legal help with. He was flexible and really accommodated our working schedules. During the appointment, he explained things in plain English and allowed us enough time to ask questions. He was very personable and appeared to be a great family man who had his priorities straight (asked if we could switch our next schedule so we did not have to meet him on his anniversary date- Kudos to him! because in today’s busy world, it is easy to forget what truly matters). We have since called him again with more questions and yes he continues to return our calls. We would like to say Thank you and we would highly recommend our family and friends to him.
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.