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…

We are moving

We Are Moving Our Office

We are moving! Our office has, for the past quarter century, been in a lovely old craftsman-style home in downtown Tucson, Arizona. In February, 2020, we’ll relocate to the River/Campbell area, in the Joesler Village complex. We hope you’ll get a chance to see our new space. In the meantime, if you’ve ever visited our…

Fiduciary fees

Fiduciary Fees — Can You Charge, and How?

When someone acts as fiduciary — as trustee, personal representative, conservator or agent under a durable power of attorney, they might want to charge for their work. How do they set their fiduciary fees, and what are the rules? In this podcast episode, we discuss fiduciary fees, and what you might reasonably expect. Necessarily we…

Nosy questions

Nosy questions

When we meet with a new client, we ask a lot of nosy questions. You can guess why we are so invasive, but we do want to assure you that it is more than just prurience or idle curiosity. We really do need to know about family dynamics, capabilities of your family members (or limitations),…

Do you need a trust?

Do You Need a Trust?

Are living trusts oversold? That is, do you need a trust? This basic estate planning discussion is the one we probably get asked about most often by our clients. There is much mystique about the need for and utility of revocable living trusts. Are there people who should not create one? Are there others who…