In our previous podcast episode we answered listener's questions about SNTs -- special needs trusts. This week we finish up with more questions about SNTs. - As we explained in that previous podcast,

A listener sent us several questions about SNTs (that is, special needs trusts). We thought the questions were good, and if we talked about them it would give us a chance to explain a number of things

What is the scope of duty for an agent on a power of attorney? Are there requirements, and limits? - First, language. The person you give authority to in your power of attorney is an agent, or an atto

Trust administration rules are complicated. They involve state law on fiduciary duties. The trustee also has to worry about tax rules -- estate tax, income tax, and even generation skipping transfer t

We really enjoy our series introducing the Fleming & Curti, PLC, staff (and we hope that you do, too). In this episode, we talk with legal assistant Jessica Lopez. - Jessica actually has two separate

In late 2019, Congress dramatically changed the rules on IRAs and other retirement accounts inherited from a deceased owner. We talked (and wrote) about the changes at the time. But now it's time for

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

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 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...

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. -