This week we dusted off both our crystal and Magic8 balls, and we are prepared to tell you about estate tax changes in 2026. Or, at least, what mightchange. Well, they might not change. Or something altogether different might happenDo you care? Yes, if

Collecting information from prospective clients can be a challenge. Sometimes clients evince an understandable reluctance to share details. But we really do need full information in order to give good advice.Whether we meet with clients who want to plan

Many of our clients ask about "green burial." One problem with the request: there's little agreement about what it means. But Arizonans do have some options. And soon they'll have one new option.In this podcast episode, we talk about what green burial m

Supplemental Security Income -- SSI, to everyone who receives the benefit -- has horribly complicated rules. But recent announcements from the Social Security Administration promise to liberalize those rules dramatically. The new SSI rules should make it

"Incentive trusts." It's a term we hear from time to time in planning estates. What clients and advisors usually mean to describe is a trust that gives the beneficiary some incentives to behave, well, better. Like getting married or having children. Or gi

You've scheduled a signing appointment for your estate planning documents. What should you expect that appointment to look like? And how long will it take?In this week's podcast episode, we discuss the signing appointment. We also review the quaint prac

You signed your financial power of attorney! Great! Now your agent can sign anything you could sign, right?Well, hold on. The IRS has special rules for using your power of attorney. They can be confusing and persnickety.If we knew exactly when you wil

You may have read news stories about conservatorship proceedings. A lot of reports address the problems faced by famous people subject to conservatorships. Maybe you've seen stories about Britney Spears, Amanda Bynes, Michael Oher, and/or Wendy Williams.

Here at Fleming & Curti, PLC, we're very big on having you give someone the power to tell you when to stop driving. We usually include that in our health care power of attorney form.A recent article in the Washington Post addressed the issue. It suggest

How often should you review your estate plan? Well, we generally suggest that you might want to look at things every five years or so. But there's no good reason not to get started on a review now.