You probably have bumped into the "Five Wishes" document before. It is widely promoted, and viewed favorably by most professionals and users. You can order a paper copy of the Five Wishes workbook and form for (as of this writing) $5.00. Or, for $15.00, you can get an electronic version that lets you complete the form, print it out and sign it -- and go back to make changes as your thinking evolves. The electronic version even tells you that
Yet another celeb estate is making headlines. This past week, news outlets shared painful news: Naomi Judd left her famous daughters Ashley and Wynonna out of her will. The problem is, nothing in the reporting suggests that’s the case. Famous singer Naomi, who died by suicide in April, apparently did have an estate plan that included a will, which one or more reporters viewed. Naomi's Executor: Her Spouse Reports that surfaced focused on just one portion of that will, the
A recent story we heard on the radio described a nursing home lawsuit against a family member of the resident. Several of our clients wondered: is this a real thing? Do I need to worry about a nursing home lawsuit, even if I'm not the one receiving care? Yes, it is a real thing. And yes, nursing homes often sue family members or others for unpaid bills after they've helped someone get into the nursing home. The NPR story The
Yes, that's August right around the corner. So here's our July review of developments in elder law: July Review of Planning & Taxes The IRS is now allowing surviving spouses five years to elect “portability” instead of just two. Survivors can claim their deceased spouse’s unused estate tax exemption without fancy planning up to five years after the date of death. They just need to file a simplified estate tax return. The deadline is usually 9 months after date of
Tucson Elder Law Attorneys
We are Tucson elder law attorneys committed to helping seniors, individuals with disabilities, and their families and supporters make informed choices guiding them through some of life’s most important decisions. That may mean estate planning, special needs planning, guardianship, conservatorship, long-term care planning or probate. That’s what we know.
Our weekly newsletter and podcasts (created by and featuring Fleming & Curti, PLC, attorneys) highlight new developments and long-standing strategies.
Fleming & Curti is not a traditional law firm. We do practice traditional elder law, but we also provide fiduciary services. We couldn’t do either without the hard work and dedication of our team members:
Supports the firm’s elder law efforts, facilitating estate planning, filing probate pleadings, and assisting with estate and trust administration, and guardianships and conservatorships.
Focuses on fiduciary services, managing the daily needs of those for whom the firm serves as trustee, guardian, conservator, or agent under power of attorney.
Implements plans for assets to which the firm is entrusted as trustee, conservator, or agent under financial power of attorney.
We represent guardians, conservators, and the subjects of proceedings when court involvement is required. We also act as guardian and conservator in appropriate cases.
We prepare documents to complete your estate plan. Most importantly, we help you determine whether you need a trust, and we counsel you on selection of agents, trustees and personal representatives.
We are familiar with long-term care costs and eligibility for public benefits, and how to maximize benefits for a person dependent on the public system. We can prepare applications or process renewals for eligibility.
We counsel individuals about planning for tax, benefits eligibility and preparation for aging and disability. We understand that one important consideration for clients is the cost of effective planning. One common area we work in: special planning for family members with special needs.
Once estate planning documents are in place, we help with administration of the trust or estate. We represent trustees, agents and personal representatives. We prepare accounts and taxes, or we oversee those administrative matters. We are particularly interested in helping with special needs trusts.
In select cases (and usually when there is no other good alternative) we act as trustee, personal representative or agent. We handle financial and life decisions, prepare tax returns and keep interested parties in the loop.