Room and board agreements don't jump out as the most important item for your SSI-receiving child to consider if they live at home. But they can be important. Why?As we explain in this week's podcast episode, signing such an agreement with your son or da

If you have a child with a disability, you might be familiar with individually designed living arrangements (IDLAs). We often help clients create estate plans that make it easier for their child to benefit from an IDLA.Can individually designed living a

We often get calls from family members who are eager to start preparing for a death of a loved one. Perhaps mom has entered hospice. Maybe the hospital has indicated that it's soon time to remove life support for a sibling. Or dad is failing rapidly, and

Clients often ask us to update their estate planning documents by preparing codicils or trust amendments. The idea of a codicil, particularly, is rooted in centuries of experience. If all you want to do is to make a minor change, wouldn't it be easier to

From time to time we relate stories about do-it-yourself estate planning gone awry. It's not that we get pleasure from explaining common mistakes. And we're not just trying to terrify people about self-help. We're trying to make it clear that the problems

Trustee disclosure is required by Arizona law. But how much disclosure?Arizona's Trust Code sets some minimum requirements. The trustee of an irrevocable trust must let the "qualified" beneficiaries know that there is a trust, and how to reach the trust

What are spendthrift trusts? It's pretty simple, really. A spendthrift trust has language directing the trustee not to honor attempts by the beneficiary's creditors to reach the trust assets. It also prohibits the beneficiary from encumbering the trust's

Maybe you are involved in a trust administration proceeding. You might have created a revocable trust and wonder what you need to do to maintain it during your life. Perhaps you and your spouse created a trust, and you wonder what needs to be done now tha

SSI and SSD(I). It's so hard to keep them straight. Especially since SSDI is often referred to (including by us) as SSD.Supplemental Security Income (SSI) is a disability-based income program that requires recipients to meet financial eligibility tests.

This week, a little inside baseball: we talk about Clio, our law office case management program.Fleming & Curti, PLC, had a decades-long relationship with Time Matters, starting with the DOS version in about 1992. It was once the leading case management