ESTATE PLANNING

The Family Estate & Legacy Program®is our trademarked 7-step estate planning process personalized just for you.

LEARN MORE ABOUT ESTATE PLANNING

Click on each icon below to learn more about the seven steps in our customizable estate planning process.

Our boutique law firm focuses in estate planning and administration. Over many years we have found that clients who possess a certain mindset often realize the most successful planning experience. These clients view their estate plan as more than an exercise that divides their assets into who gets what.

Instead, they appreciate the opportunity to set the stage for family harmony, to protect their loved ones from the dangers of losing or squandering their inheritance, and to take advantage of the most up to date legal and tax strategies.

Our Team of Qualified Wills, Trusts & Estates Attorneys

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.” 

Learn More about Attorney Simmons

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 believe firmly 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.” 

Learn More about Attorney Schiavo

Our Team of Qualified Wills, Trusts & Estates Attorneys

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.” 

Learn More about Attorney Simmons

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 believe firmly 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.” 

Learn More about Attorney Schiavo