Why do we do what we do?  Through personal family experiences in dealing with Alzheimer’s Disease and the loss of a loved one, it made us realize that we all have to be prepared for unexpected occurrences.  If not for the careful planning our families did, the impact would have been far more devastating and overwhelming, not only emotionally, but also financially.

Estate Planning, Estate Settlement and Medicaid Assessment/Application are complex areas of law that can be intimidating and stressful for families.  Since people don’t deal with these matters on a regular basis, it is important that they receive proper guidance from start to finish.  We have designed and developed unique processes to always give you confidence, comfort, clarity and peace of mind.

Estate Planning
Process

Estate Settlement Process

Medicaid Assessment/
Application Process

CLIENT SUCCESS STORIES

Our Team of Qualified Wills, Trusts & Estates Attorneys

Kenneth J. Simmons, Jr.

Your Goals.  Your Plan.  I think these four words really capture the key principals that our practice is built on, which are:  a) That every client has unique goals, dreams and concerns; b) That there is no such thing as a “one size fits all” solution when it comes to estate planning; c) that our most important job is to listen to and learn from our clients to understand what they want their estate plan to accomplish.  It is through this learning process that we can then create a customized estate plan designed to meet the personalized goals of each and every client.” 

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Marco A. Schiavo

“I believe that 95% of our job is listening.  Our firm’s objective is to address all of our clients’ concerns and accomplish their goals by providing a personalized estate plan designed to fit their specific needs which includes preserving the wealth that they have accumulated throughout the years. We believe firmly that estate planning is not a one-time event. As life changes, the plan should change with it.  We believe in developing lifelong relationships with our clients so that they see us as not just advisors, but also as trusted friends.” 

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