Our focus at Simmons & Schiavo, LLP is to assist our clients in passing on the maximum amount of wealth to their loved ones. The best way to do this is to utilize tax savings techniques to minimize both capital gains and estate taxes. Click on

Tax Considerations When Selling a Home in Massachusetts

Sep 9th, 2019 3m 8s

The increasing real estate prices in Massachusetts is prompting many homeowners to consider selling. One common misconception is that selling and buying at the same time can help you avoid taxes. Unfortunately, that only applies to investment p

14. What is Permanent Life Insurance? (In Spanish)

Dec 1st, 2018 9m 15s

Host Attorney Marco A. Schiavo interviews Luisa Lugo and discusses some of the uses of permanent life insurance.The post 14. What is Permanent Life Insurance? (In Spanish) appeared first on Simmons & Schiavo, LLP - Attorneys at Law.

13. The Ins & Outs of Social Security

Sep 28th, 2018 17m 40s

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

Sep 7th, 2018 18m 39s

Capital Gains Tax When Selling a Home in Massachusetts

Apr 12th, 2018 3m 8s

The 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 lookin

11. How to Sell Your Home

Feb 16th, 2018 21m 6s

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

Feb 9th, 2018 3m 27s

Host Attorney Marco A. Schiavo interviews guest speaker, Alan Symmes, owner of Revolution Automotive Services who gives recommendations on how to buy a pre-owned vehicle. They talk about useful tools available that can help people make a more i

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

Feb 9th, 2018 6m 36s

Host 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 (

7. Preserving Wealth by Having Your Business Properly Insured

Feb 9th, 2018 15m 11s

Host 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 suc

6. Estate Tax Minimization Using Life Insurance Trusts

Feb 9th, 2018 3m 27s

Attorney 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.simmonsandsc

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

Feb 9th, 2018 5m 8s

Attorney 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 Pla

4. Preserving your family’s story and legacy

Feb 9th, 2018 15m 28s

Host 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 speci

3. The Great Balancing Act: Saving for College and Retirement

Feb 2nd, 2018

Host Attorney Marco A. Schiavo discusses how to invest for both college and retirement with guest speaker, Dan Wilson, of Ameriprise Financial. They cover, in detail, some of the various investment vehicles which target these goals. They al

1. What is Probate?

Jan 31st, 2018 5m 18s

Attorneys Marco A. Schiavo and Kenneth J. Simmons, Jr. clarify probate misconceptions, its process, documents needed, and most importantly, how to avoid probate. For more information visit: www.simmonsandschiavo.comThe post 1. What is Probate?

2. Obtaining a Pre-approval to Buy a Home

Jan 31st, 2018 12m 50s

Host Attorney Marco A. Schiavo discusses the home buying pre-approval process with guest speaker John Faria, Senior Mortgage Advisor from Province Mortgage Associates, Inc. They cover, in detail, the three key aspects to qualify for a mortgage

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