Elder Law Issues

Elder Law Issues


Latest Episodes

Incentive Trusts
April 14, 2024

"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

What to Expect in Your Estate Planning Signing Appointment
April 07, 2024

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

The IRS and Your Power of Attorney
March 31, 2024

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

“Conservatorship” in News Stories Might Not Mean What You Think
March 24, 2024

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.

Giving Someone the Power to Tell You When to Stop Driving
March 17, 2024

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

Time to Review Your Estate Plan
March 10, 2024

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.

Family Burial Plots Are a Growing Problem Among Our Clients
March 03, 2024

Not so long ago, family burial plots were commonplace. Cremation rates have increased dramatically. Over half of all funeral arrangements nationwide include cremation. In Arizona that frequency is over two-thirds.Meanwhile, we're all more mobile. Famili

Meet Law Clerk Jordan Young
February 25, 2024

Meet Law Clerk Jordan Young. Jordan is a 3L at the University of Arizona James E. Rogers College of Law and will join Fleming & Curti, PLC, as an attorney after she passes the bar this summer. She's already making a positive difference for clients and our

Safe Deposit Boxes: Helpful or Headaches?
February 18, 2024

A safe deposit box can offer security for valuables, but they can be a real headache for whoever is administering your estate. Safe deposit boxes can be difficult for a personal representatives or trustees to get into and the naming on the account could c

Why should you create a trust?
February 11, 2024

Are you considering creating a trust? A trust may be a good fit for you if you are trying to avoid probate or minimize taxes. It may also be a good fit if you would like to protect against your own incapacity or restrict a beneficiary's access to funds. O