Estate Planning By Simmons & Schiavo, Llp
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 1:49:50
- More information
Informações:
Synopsis
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 childrens creditors or plan for the financial needs of a loved one with special needs, we will design and implement an estate plan that is custom-tailored to meet your specific goals.
Episodes
-
![13. The Ins Outs of Social Security]()
-
![12. Medicaid vs. Medicare – What’s the Difference]()
-
![Capital Gains Tax When Selling a Home in Massachusetts]()
Capital Gains Tax When Selling a Home in Massachusetts
12/04/2018 Duration: 03minThe Massachusetts real estate market has fully bounced back from the downturn 10 years ago. Home prices have been steadily rising and people are actively buying and selling properties. Many have managed to build equity again. If you are looking to sell your home and have accumulated significant equity, capital gains tax may be a [...] The post Capital Gains Tax When Selling a Home in Massachusetts first appeared on Simmons & Schiavo, LLP - Attorneys At Law.
-
![11. How to Sell Your Home]()
-
![10. Tips on How to Buy a Pre-Owned Vehicle]()
10. Tips on How to Buy a Pre-Owned Vehicle
09/02/2018 Duration: 03minAttorney Kenneth J. Simmons, Jr. discusses how life insurances can tie into estate planning. He provides an example to show how irrevocable life insurance trusts can be used to minimize estate taxes. For more information visit: www.simmonsandschiavo.com
-
![8. QLACs- A Way to Not Outlive Your Assets and Avoid Taking Required Minimum Distributions (RMDs)]()
8. QLACs- A Way to Not Outlive Your Assets and Avoid Taking Required Minimum Distributions (RMDs)
09/02/2018 Duration: 06minHost Attorney Marco A. Schiavo and guest speaker, Jenna Ciccone, Financial Advisor at New York Life, discuss Qualified Longevity Annuity Contracts (QLACs) as an investment vehicle and an alternative to receiving Required Minimum Distributions (RMDs). They explain what QLACs are, who they are for, how they work and some of the regulations that govern them. For additional podcasts or information about Estate Planning visit: www.simmonsandschiavo.com
-
![7. Preserving Wealth by Having Your Business Properly Insured]()
7. Preserving Wealth by Having Your Business Properly Insured
09/02/2018 Duration: 15minHost Attorney Marco A. Schiavo discusses business insurance with guest speaker, Chris Shepherd, founder and CEO of New Wave Insurance. They cover, in detail, some of the various insurance options available for small and medium size business such as liability insurance, worker's compensation, cyber insurance, employment practices liability insurance (EPLI), and umbrella policies. For additional podcasts or information about Estate Planning visit: www.simmonsandschiavo.com For more information about New Wave Insurance visit: http://newwaveinsurances.com
-
-
![5. Second Marriages and the Importance of Expressing Clear Intent in the Trust]()
5. Second Marriages and the Importance of Expressing Clear Intent in the Trust
09/02/2018 Duration: 05minAttorney Marco Schiavo talks about second marriages, how this could be a delicate situation that affects Estate Planning, and why it is very important to express clear intent in the Trust. For additional podcasts or information about Estate Planning visit: www.simmonsandschiavo.com The post 5. Second Marriages and the Importance of Expressing Clear Intent in the Trust first appeared on Simmons & Schiavo, LLP - Attorneys At Law.
-
![4. Preserving your family’s story and legacy]()
4. Preserving your family’s story and legacy
09/02/2018 Duration: 15minHost Attorney Marco A. Schiavo discusses the importance of preserving a family’s stories, values and legacy with guest speaker Rob Cooper. Rob is the Creative Director of Verissima Productions Incorporated, a video production company that specializes in personal histories. For more information visit: www.simmonsandschiavo.com The post 4. Preserving your family’s story and legacy first appeared on Simmons & Schiavo, LLP - Attorneys At Law.
