Category Archives: Podcasts

Can My Estate Plan Solve My Capital Gain Tax Issue?

Our focus at Simmons & Schiavo, LLP is to assist our clients in passing on [...]

13. The Ins & Outs of Social Security

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12. Medicaid vs. Medicare – What’s the Difference

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11. How to Sell Your Home

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10. Tips on How to Buy a Pre-Owned Vehicle

Host Attorney Marco A. Schiavo interviews guest speaker, Alan Symmes, owner of Revolution Automotive Services [...]

8. QLACs- A Way to Not Outlive Your Assets and Avoid Taking Required Minimum Distributions (RMDs)

Host Attorney Marco A. Schiavo and guest speaker, Jenna Ciccone, Financial Advisor at New York [...]

7. Preserving Wealth by Having Your Business Properly Insured

Host Attorney Marco A. Schiavo discusses business insurance with guest speaker, Chris Shepherd, founder and [...]

6. Estate Tax Minimization Using Life Insurance Trusts

Attorney Kenneth J. Simmons, Jr. discusses how life insurances can tie into estate planning. He [...]

5. Second Marriages and the Importance of Expressing Clear Intent in the Trust

Attorney Marco Schiavo talks about second marriages, how this could be a delicate situation that [...]

4. Preserving your family’s story and legacy

Host Attorney Marco A. Schiavo discusses the importance of preserving a family’s stories, values and [...]