Elder Law Issues

Elder Law Issues


Latest Episodes

Restatements 101 – the Podcast Edition
July 11, 2021

Last week we wrote (in our weekly newsletter) about how to modify a trust by restating it into a whole new trust document. This week's podcast episode gives us a chance to talk about the idea -- a sor

Heidi Hauschild, Our Property Manager
July 04, 2021

It's unusual for a law firm to employ a property manager. But that's what Heidi Hauschild does at Fleming & Curti, PLC. - Fleming & Curti, PLC, occasionally acts as trustee. Sometimes we are personal

Hospice Programs: Our Office’s Experience
June 27, 2021

Hospice programs exist in pretty much every American community. From their first appearance in this country in the mid-1970s, the movement has grown dramatically. - There are two obvious reasons for the growth in hospice programs in the past half-cent...

Coordinating 529 Plan Accounts in Your Estate Plan
June 20, 2021

At Fleming & Curti, PLC, we think 529 Plan accounts are a great way to help educate your children and (especially) grandchildren. Coordinating 529 Plan accounts in your estate planning is challenging, and important. -

Goodbye Odin. Hello Roz. Plus Duncan’s Still Here
June 13, 2021

Goodbye Odin Tyvlytter. We miss you terribly. - We are very sad to report the death of Odin, one of our canine employees. As a blue merle Cardigan Welsh Corgi, he was hard-working, loyal and reliable. He came to work virtually every day for ten season...

The Personal Property List and Your Estate Plan
June 06, 2021

Great! You've signed your will, your powers of attorney, and your trust. You have retitled your real estate to the trust (or perhaps to a beneficiary deed). Did you complete your personal property list yet? - In this Elder Law Issues podcast episode,

Should You Have Group Meetings for Your Estate Plan?
May 30, 2021

Have you ever thought about having group meetings as part of your estate planning review? Your lawyer, CPA, financial planner, life insurance professional and others could meet once every year. That way we could all review your current documents,

Calculating Basis for Income Tax Purposes
May 23, 2021

A family member gave you (or you inherited) a piece of property, which you now want to sell. Do you know how to calculate basis for income tax purposes? And how do you determine what capital gains tax you might owe? -

A Conversation with Case Manager Jennifer Sandoval
May 16, 2021

Most law offices do not have a case manager on staff. At Fleming & Curti, PLC, we are lucky to have several. We'd like to introduce one of them to you: Jennifer Sandoval, MSW. - In this conversation, we talk with Jennifer about what it means to be a c...

Let’s Talk About the Challenges of Aging
May 09, 2021

Challenges of aging: everyone knows that there are plenty. In this podcast episode, we discuss some of those challenges. - What special knowledge do we have about the challenges of aging? Well, for one thing, some of us are aging.