We have written about the pitfalls of DIY (Do-It-Yourself) estate planning before. Several times. Nothing has changed in the law or practice to make our earlier advice less important — or easier to overlook. It’s just that we
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.
Website:
https://elder-law.com/
Latest from Fleming & Curti, PLC - Page 2
Arizona. It’s Where We Practice, and What We Know.
We practice law in Arizona. We also live in Arizona. In fact, we have been doing both for almost a collective century.
Also, we love The Grand Canyon State — but that’s part of our image problem. The iconic notion…
January Wrap Up: CTA filings and Social Security
By Jordan Young
Happy New Year! Can you believe the first month of 2025 is already almost over? This month the Corporate Transparency Act, Social Security and the San Diego Padres were hot topics in elder law news.
Corporate Transparency Act Update
We…
Does My Trust Need a Trust Protector?
You’re about to create a trust, and your lawyer asks you about a “trust protector.” Do you need one in your trust? It sounds like a good idea, right? Who wouldn’t want their trust “protected”?
Where does “trust protector” idea…
Should I leave a beneficiary’s inheritance in trust?
By Jordan Young
Often times clients will come in and ask “Do I need a trust?” The answer is, it depends. A less common, but often equally important question is “Should I leave my beneficiary’s inheritance in trust?”
What do I mean by…
Different Types of Retirement Accounts
Individual Retirement Accounts (IRAs), 401(k) and 403(b) accounts. What are the differences among different types of retirement accounts?
Who qualifies for the different types of retirement accounts?
One key difference among different types of retirement accounts is which one is…
December wrap up- holiday gifts and estate planning
By Jordan Young
The holidays are just about over and a new year is upon us! In December we discussed holiday gifts, estate planning, and Rupert Murdoch’s court case to change his irrevocable trust.
Holiday Gifts
It’s the season of giving. One thing…
Picking a private fiduciary
By Jordan Young
Many estate planning clients come to us unsure about who should fill the various fiduciary roles in their estate plans. A “fiduciary” is a person or organization who acts on behalf of others. This often involves the management of another’s…
Taxation of Estates and Trusts Explained
It is very common for our clients to express confusion about the taxation of estates and trusts. That’s because it’s confusing.
Taxation of estates can be any of at least four types of tax
Look online for information about taxation…
November Wrap-Up: Medicare, Dementia and the Corporate Transparency Act
By Jordan Young
November is over and the holiday season is well under way. In the news last month was Medicare and Medicaid, Alzheimer’s and Dementia, and the Corporate Transparency Act.
Alzheimer’s and Dementia News
More places are creating “dementia friendly” experiences.…