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 had the pleasure of working with Marco Schiavo in doing some estate planning. He was greatly helpful in setting up trusts, wills, and even in assisting me in making sure I was opening the correct type of bank accounts for my needs. He was amazingly patient, as my questions were numerous. He answered all my questions and made a daunting process much more clear and understandable. He was willing to speak with, and even meet with my family, to explain the process and assure that everyone was comfortable with the decisions being made. It was truly a pleasure working with Marco.
I recently worked with Marco on an Estate Plan. I would highly recommend Marco. He was great to work with and took the time to answer any questions my wife and I had regarding our plan.
We hired Marco Schiavo based on a recommendation from another attorney and we couldn’t be happier. Marco helped us establish wills, a family trust, an ILIT (which I hadn’t heard of before meeting Marco!), healthcare proxies, etc. … everything we need to have peace of mind with our estate/tax planning. He and his colleague Christine were tremendously helpful, easy to work with and very accommodating (he even came out to our house for meetings). We would highly recommend Marco and his team.
My mother was in need of completing a new Will along with other documents and I was given Marco’s office to contact. It was the best advice anyone has ever given me as he made the task of completing these documents very relaxing and informative. I would recommend Marco Schiavo to anyone in need of his firms services.
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.