SECURE Act - Podcast

The SECURE Act – Podcast Version

You may have read about the SECURE Act, which passed Congress as part of its December, 2019, budget bill. We’ve written about it in our newsletter (more than once, in fact). Many of our clients are still having a hard time figuring out exactly what it means. The new law is confusing — and significantly…

Our fiduciary fees

How We Set Our Fiduciary Fees

At Fleming & Curti, PLC, we sometimes act as trustee, personal representative, agent under a power of attorney, or conservator. We charge a fee for those roles, of course. Anyone considering us should understand how we set our fiduciary fees. In this podcast episode, we talk about our fiduciary fees and how we determine an…

Means-Tested Benefits

What Does “Means-Tested Benefits” Mean?

Many public benefits programs are “means-tested.” But what does that mean? Some programs are based on participation in an insurance model. Those include Social Security retirement benefits, Social Security disability benefits, and even survivor’s and children’s benefits. Medicare eligibility is also based on participation in the program (through employment and withholding or quarterly estimated payments).…

Taxes and trusts explained

Taxes and Trusts Explained

Do you wish you could get the relationship between taxes and trusts explained? We’re here to help. There are a number situations in which taxation of trusts can be confusing: You set up a revocable living trust. Do you have to file a tax return? Your trust became irrevocable — perhaps because of the death…