How to Handle Loans in Your Estate Plan
We hear a similar story from clients all the time. Maybe you have done this: you advanced some money to one of your children, and they are (or are not) making payments on the loan. How do you want to handle loans in estate plan? There are no universal rules First off, let’s get one […]
Leave a Richer Legacy With Ethical Wills
For some of us, a result of the current pandemic has been a stark realization: So much in life means more than money. Money, however, is what estate plans are all about — expressing how you want your assets divided when you die. An estate plan includes very little, if anything, about the rest of […]
Patio Planning — Yours or Ours
At Fleming & Curti, PLC, we’ve been thinking about how we — and our clients — will adjust as the economy reopens. We may see more of our clients face-to-face, but we’ll still want to be very cautious about proper distancing and disinfecting routines. What might that look like in the months to come? One […]
An Almost Covid 19-Free Roundup
At the end of the month, we like to survey the elder law landscape and share interesting developments. It’s a little beyond the end of the longest month that ever was, so it’s time. We aimed to keep this a corona-free zone, but guess what? There are not a lot of other topics out there. […]
Valid Power of Attorney May Avoid Guardianship
Does every incapacitated person qualify to have a guardian appointed? Not necessarily. A valid power of attorney may finesse the need for appointment of a guardian of the person OR a conservator of the estate. Let’s look at a recent case from the courts here in Tucson. George and Suzanne get married Actually, the marriage […]
Want to Help Loved Ones? Know the Rules
We’ve seen the headlines: hundreds of thousands of jobs lost, millions have filed for unemployment, the economy is getting slammed. Chances are, someone you know and love is suffering, too. Considering the wide-spread coronavirus damage, you may want to help ease the pain. If you find that you want to help, there are rules around […]
Social Distance and “Hello In There”
John Prine was a giant. No one loves his work more than we do. His gems include “Angel From Montgomery” and “Paradise“, among dozens of others. But since his death last week (from complications of coronavirus), the one we keep hearing, and celebrating, is one that speaks to isolation and loss. “Hello in There” is […]
10+ Things for Your Stay-at-Home To-Do List
Stuck at home more than usual and getting a little bored? We have some ideas for your stay-at-home to-do list. The world, we hope, never shuts down like this again, so take advantage of time standing still and get your estate planning affairs in order. Assuming you have an estate plan, complete it and get […]
Signing Safeguards for Your Documents
Suppose you need to sign a new will, trust and powers of attorney. It’s important that you get this project completed in the midst of the current national health crisis. But what signing safeguards should you look for, in order to help protect your safety? At Fleming & Curti, PLC, we share your concern over […]
Corona-Free Roundup: A Virus-Free Diversion
At the end of the month, we like to survey the elder law landscape and share interesting developments. It’s not the end of the month, but we need a break from the all-corona-all-the-time news. So here’s a completely corona-free roundup. Take a few moments and pretend everything’s normal: Every so often a celebrity estate illustrates […]
