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.
An extremely positive experience. Marco was knowledgeable and had a great way of explaining everything; his staff was timely and can communicate VERY well. Moreover, the followup emails and reminders are perfect and explanatory. The price is a bit higher than other firms, but IMO it is worth it for the services given. I’d strongly recommend the firm.
Marco helped us create an Estate Plan for my mother during a difficult time. He is professional, kind, knowledgeable, patient, understanding, and a pleasure to work with. I will certainly recommend him and call upon him again.
My wife and I were referred to Simmons & Schiavo by our financial advisor. We couldn’t be more pleased by the professional services provided by Attorney Marco Schiavo. He walked us through the estate planning process, addressed our particular issues, and provided the completed work product (trusts, will, power of attorney and healthcare proxies). All documents are easy to follow, reflect our issues and wishes, and are quite readable. Importantly is the time Marco spent with us discussing our options and concerns and blending them into the final plan. We highly 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!
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.