At Fleming & Curti, PLC, we sometimes act as trustee, personal representative, agent under a power of attorney, or conservator. We charge a fee for those roles, of course. Anyone considering us should understand how we set our fiduciary fees. -

Many public benefits programs are "means-tested." But what does that mean? - Some programs are based on participation in an insurance model. Those include Social Security retirement benefits, Social Security disability benefits,

Adult children with disabilities may live at home with parents, or in group home or other settings. In many cases, their aging parents are key to their care, supervision and welfare. - What do those aging parents need to think about to help prepare th...

Do you wish you could get the relationship between taxes and trusts explained? We're here to help. - There are a number situations in which taxation of trusts can be confusing: You set up a revocable living trust.

Have you figured out what to do about your passwords in your estate planning? We have some thoughts, but it is admittedly a difficult problem. - Do you make a list of passwords? How do you keep that list secure? How often do you update the list? -

We are moving! - Our office has, for the past quarter century, been in a lovely old craftsman-style home in downtown Tucson, Arizona. In February, 2020, we'll relocate to the River/Campbell area, in the Joesler Village complex. -

Every year we make New Year's resolutions. By February we realize we're not going to keep them. It's hard for us to argue that you should make your own resolutions. - But we do have a suggestion for you, related to your estate planning.

When someone acts as fiduciary -- as trustee, personal representative, conservator or agent under a durable power of attorney, they might want to charge for their work. How do they set their fiduciary fees, and what are the rules? -

When we meet with a new client, we ask a lot of nosy questions. You can guess why we are so invasive, but we do want to assure you that it is more than just prurience or idle curiosity. We really do need to know about family dynamics,

Are living trusts oversold? That is, do you need a trust? - This basic estate planning discussion is the one we probably get asked about most often by our clients. There is much mystique about the need for and utility of revocable living trusts.