Estate Planning By Simmons & Schiavo, Llp

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 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.

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

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. For additional podcasts or information about Estate Planning visit: www.simmonsandschiavo.com

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 podcasts or information about Estate Planning visit: www.simmonsandschiavo.com For more information about New Wave Insurance visit: http://newwaveinsurances.com

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.

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.