So, you’ve been named the successor trustee of a loved one’s trust. This is an honor. The person who chose you probably really trusted you and thought that you are responsible enough to handle their trust assets. But, just because
Fleming & Curti, PLC
At Fleming & Curti, P.L.C., our practice is limited to Elder Law. We concentrate on Guardianship and Conservatorship, Long-Term Care (Medicaid) Planning, Estate Planning and Probate. We are located in Tucson, Arizona.
The firm began in 1984, when Tom Curti and Robert Fleming became partners. The two had, however, been partners before — from their common law school graduation (in 1976) until 1979. They had also shared office space for two years before formalizing the “new” partnership.
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Durable Financial Power of Attorney and IRS Form 2848
A broad durable financial power of attorney typically intends to give your agent the ability to act on your behalf in just about any setting other than medical decision making. However, the IRS, and some financial institutions, will only accept…
December wrap-up: gift giving and new year estate planning
Say goodbye to 2023 and hello to 2024. It’s New Year’s Eve!
Estate Panning for the New Year
Tomorrow starts the New Year. Is one of your resolutions to get a new estate plan? It should be, or, at least…
Reasons to Make Gifts During Your Lifetime
It’s the end of the year and many of us are thinking about making gifts to people we care about. Many of us are also thinking about creating or changing our estate plans. It might be in your best interest…
Spendthrift provisions: benefits and limitations
One of the main goals of estate planning is to pass on assets from one generation to the next. But, how can you ensure that your financially irresponsible beneficiary won’t squander their inheritance? Or, how can you protect your beneficiary’s…
Healthcare Power of Attorney Powers
Healthcare powers of attorney can vary significantly depending on the individual. There are many categories of authorities that can be granted, denied or left out of the document. Here are a few examples and reasons why you might want to…
“No-Contest” Clause
Arizona’s intestate laws of succession determine who your heirs are if you do not create a will. Your intestate heirs may be disappointed if their inheritance through your will or trust is less than what their intestate share would have…
November Wrap-Up: Matthew Perry’s ‘Friends’ Residuals
Turkey Day is done and the Black Friday sales are (sort of) over. The only thing left to do in November is update you on Matthew Perry’s estate and guardianship and conservatorship news.
The One with Matthew Perry’s Residuals …
Health, Education, Maintenance and Suppport (HEMS)
A common issue in estate planning is the desire to make gifts to loved ones on government benefits without reducing those benefits. A special needs trust (SNT) with a health, education, maintenance and support (HEMS) standard can be a solution.…
Keeping your home in the family — forever
Clients often tell us they want to keep their home in the family. Often they tell us that they want to make sure that their offspring will always have a place to live. Sometimes they worry about one child’s ability…