Electronic wills in the era of coronavirus

Electronic Wills in the Era of Coronavirus

Arizona is one of the forward-thinking states authorizing some sort of electronic signing of wills. So what is the status of electronic wills in the era of coronavirus concerns? Turns out it’s not yet ready for the real world. Arizona (and most of the other states at the forefront) still requires witnesses to be physically…

COVID-19 Update

COVID-19 Update for Fleming & Curti

Like you, we are trying to stay ahead of the developing pandemic. As we explain in this COVID-19 update, we want to continue to provide services to our clients, trust beneficiaries and wards. Some of those services are essential; all of them are important. At the same time, we do not want to put anyone…

Spendthrift trust provisions

Spendthrift Trust Provisions

When should your trust include spendthrift trust provisions? Are they only for spendthrifts, or only for “special needs” beneficiaries? In this podcast episode, Tucson elder law attorneys Robert B. Fleming and Elizabeth Noble Rollings Friman discuss limitations on trust distributions. Bottom line: spendthrift trust provisions are useful for all sorts of trust beneficiaries. They are…

COVID-19

COVID-19 and Fleming & Curti, PLC

Public and private offices all across the country are responding to the COVID-19 pandemic. Law offices are no different. But at Fleming & Curti, PLC, we are a little bit different. We have some additional considerations to cope with in deciding how to respond. Our weekly newsletters have addressed what we think clients ought to…

Dividing personal property

Dividing Personal Property in an Estate

One of the most challenging jobs for a successor trustee or personal representative of an estate: dividing personal property among the beneficiaries or heirs. If you’re in charge of administering an estate, how do you decide which of your siblings gets the silver, who gets the antique furniture, and how you’re going to handle thousands…

Our survey says....

Our Survey Says…

At the bottom of each of our newsletter and podcast entries online, we ask a survey question. The current one asks what happens if an Arizona resident dies without a will. We offer five options; we were surprised that less than 1/3 of our readers got the answer right. Our survey says … that there’s…

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…