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 the play button below and listen as Attorney Marco [...] The post Can My Estate Plan Solve My Capital Gain Tax Issue? first appeared on Simmons & Schiavo, LLP - Attorneys At Law.

Simmons & Schiavo, LLP

Can My Estate Plan Solve My Capital Gain Tax Issue?

Attorney Marco Schiavo answers the question: Can my estate plan solve my capital gain tax issue? The post Can My Estate Plan Solve My Capital Gain Tax Issue? first appeared on Simmons & Schiavo, LLP - Attorneys At Law.

13. The Ins & Outs of Social Security

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

11. How to Sell Your Home

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 informed decision about a used car such as KPI (Key Performance Inspection), CARFAX reports, mileage, and other [...] The post 10. Tips on How to Buy a Pre-Owned Vehicle first appeared on Simmons & Schiavo, LLP - Attorneys At Law.

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

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 (RMDs). They explain what QLACs are, who they are for, how they work and some of the regulations that govern them. [...] The post 8. QLACs- A Way to Not Outlive Your Assets and Avoid Taking Required Minimum Distributions (RMDs) first appeared on Simmons & Schiavo, LLP - Attorneys At Law.

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

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 such as liability insurance, worker’s compensation, cyber insurance, employment practices liability insurance (EPLI), and umbrella policies. For additional [...] The post 7. Preserving Wealth by Having Your Business Properly Insured first appeared on Simmons & Schiavo, LLP - Attorneys At Law.

7. Preserving Wealth by Having Your Business Properly Insured

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.simmonsandschiavo.com The post 6. Estate Tax Minimization Using Life Insurance Trusts first appeared on Simmons & Schiavo, LLP - Attorneys At Law.

6. Estate Tax Minimization Using Life Insurance Trusts

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 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.

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

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 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.

4. Preserving your family’s story and legacy

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 informed decision about a used car such as KPI (Key Performance Inspection), CARFAX reports, mileage, and other resources that can help determine if the dealer’s price is fair. For additional podcasts or information about Estate Planning visit: www.simmonsandschiavo.com For more information about Revolution Automotive Services visit: www.revolutionautomotiveservices.com

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