Simmons & Schiavo
Ken Simmons is working with us on estate planning. He is wonderful to work with. He invests the time needed to make us feel comfortable and to get us to the right result. He walked us through all of our options in detail and explained the complex laws surrounding estate planning in a way that made sense. He gave us the time and space we needed to make decisions but closely guided us where we needed it. We were impressed with his knowledge and expertise. I would strongly recommend him and his practice for estate planning. -Client (Weston, MA)
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- Estate Planning
- Estate Settlement
- Medicaid Applications
Sentiment Analysis
After months and months and months of despair at how the process was going and the utter lack of retention of details we had talked about, and how difficult it was to set the next meeting up, and then when we met the details of what we had discussed the prior meeting were forgotten by the attorney, we decided it was time to part ways.
From the pre-reads to understand and prepare for the process to the step by step process to design and configure an estate plan, working with Marco was enjoyable, educational , stress free and immensely comforting.
Marco was very efficient and flexible to accommodate with our agenda.
He explained all the ramifications of the choices we needed to make.
Marco and team made the process easy.
From the guidebook they provide as a pre-read before the first meeting, all the way to assisting with retitling assets, they guide you from start to finish.
He made just that i understand everything, he repeated many times and made it very clear.
Marco respectfully answered all of our questions and our Trust is very detailed.
He uncovered many loose ends in there existing Estate Plan that need to be addressed and he rectified all of them moving forward.
Marco did a great job setting up my Trust.
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