Elder Law Issues
Latest Episodes
Goodbye Odin. Hello Roz. Plus Duncan’s Still Here
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
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?
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
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
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
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.
What is the Role of the Public Fiduciary in Arizona?
Though it is little-known, every county in Arizona has one. But what is the role of the Public Fiduciary in Arizona? - No other state has precisely the same kind of position. Other states may have a public guardian,
Actually Using Your Power of Attorney
Using your power of attorney should be pretty straightforward. You signed the document so that someone could handle your finances and health decisions. Those are the two main "types" of power of attorney -- though different commentators variously insis...
Signing Tax Returns For Someone Else
Signing tax returns can be difficult -- or even impossible -- for someone who is incapacitated. Can someone else sign for them? Who -- and how? - To be clear, we're not talking about an amanuensis signing. But we do like to use the word.
Qualified Charitable Distributions and Your IRA
Qualified charitable distributions (QCDs, to the initiated) are a relatively recent addition to the federal income tax rules. Using them can make a real difference in the income taxes some IRA owners have to pay. - If you are over age 72 (or younger,