We are here to help you and your family. Wouldn’t it be great to have peace of mind knowing that your loved ones will inherit your assets and will do so privately and efficiently, without the burden, delay and expense of the probate court and that your assets and medical care can be properly managed if you become incapacitated? We are dedicated to developing a plan which is personalized for you. At Simmons & Schiavo, we know that each one of us has different concerns and different objectives when it comes to our families. Whether your goal is to minimize estate taxes, protect your assets from long term care/nursing home costs, avoid probate, shield your assets for your children’s creditors or plan for the financial needs of a loved one with special needs, we will design and implement a plan that is custom-tailored to meet your specific goals.
In life, you have to be prepared for any unexpected occurrence. Planning is key. A good estate plan is more than just “a simple will”; it is a comprehensive portfolio of legal documents working together to give you the most protection for any situation whether it be an unexpected disability, mental incapacity or death. However, estate planning does not stop there. Even well-drafted estate plans fail if the next step is not taken. It is critical to align your assets with your plan so that your estate plan works when you need it most. We can assist you in accomplishing that important goal.
We thank you for your time in visiting our website. Maybe we’re old fashioned, but we believe in meeting “face to face”. We want to meet you and we want you to meet us. Call or contact us online for a consultation.
Your Goals. Your plan.
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.”
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 are a firm believer 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.”