529 Plans (for education) and ABLE Act accounts are tax cousins -- sort of. Recent tax law changes bring them closer together. We update you on how the new rules can work

Arizona law about giving notice in probate, guardianship and conservatorship proceedings has recently changed. What might have been a well-meaning piece of legislation has significantly increased the cost of court proceedings. And there's very little reas

We often find ourselves representing couples in development of a comprehensive estate plan. Do both spouses/partners need separate counsel? Not usually, but everyone has to appreciate that there are challenges.As we discuss in this podcast episode, ther

Last week the Arizona Court of Appeals decided that people under guardianship do not automatically lose the right to vote. In this podcast episode, we discuss the case and its implications for other individuals.As we explained in a recent issue of our n

Happy birthday to Fleming & Curt, PLC, partner Robert Fleming. Now that he's just turned 72, it's time for him to start thinking about required minimum distributions (RMDs).One of the occupational hazards for estate planners is that it's hard to just ha

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