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 prepared legal documents for my wife and I. He set up our wills, healthcare proxies, a trust, and power of attorneys. Being unfamiliar with legal documents he made recommendations on what I should have drawn up and answered all of my questions along the way without making me feel silly for asking them. He was very informative, professional, had reasonable rates and I would highly recommend him to anyone looking for an attorney.
Marco prepared my Estate Plan which included setting up a trust, preparing a will, healthcare proxy etc. He and his staff that I dealt with (Christine) were very professional and responded to my inquiries promptly. Marco made the process very smooth and easy and he explained everything to me clearly. My experience was excellent and I would highly recommend Marco.
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.
Marco allowed us to quickly and efficiently solve our Estate Planning needs. We have been talking to experts for years, but none of them truly inspired the trust, transparency and accountability we were looking for. Marco was able to explain to us things easily and made us comfortable with our decisions. Then he quickly switched to the implementation phase and we had to do nothing. He was also kind enough to stop by to our place more than once, therefore saving our time. I would hire Marco again without thinking twice.
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.
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.