Tag: retirement

The Joy of Not Working: A Book for the Retired, Unemployed and Overworked

Review by Klark J. Perez, Orlando, Florida Book by Ernie J. Zielinski “The Joy of Not Working” is a must read in my opinion. It’s an easy enjoyable read that you may not want to put down once you start. At some point in life you may have been unemployed and you definitely should be […]

The Millionaire Next Door: The Surprising Secrets of America’s Wealthy

Review by Eric R. Severson, Esq., Wellington, Florida Book by Thomas J. Stanley, Ph.D. and William D. Danko, Ph.D. “Whatever your income, always live below your means.” Stanley & Danko, The Millionaire Next Door at 161. This simple rule is very hard to live by in our high consumption society. My wife and I have […]

The Smartest Retirement Book You’ll Ever Read

Review by Christina Nevins, Esq., Boynton Beach, Florida Book by Daniel R. Solin Let me first say that I don’t usually enjoy reading financial planning books.  Don’t get me wrong. I do read them, because I know that I need the information contained in them.  I just don’t enjoy the process, finding that many are […]

Book Review – Smart Women Don’t Retire

Smart Women Don’t Retire – They Break Free: From Working Full-Time to Living Full-Time; The Transition Network and Gail Rentsch (June 2008). A review by Heather D. Barron, Esq. I reviewed Smart Women Don’t Retire – They Break Free: From Working Full-Time to Living Full-Time. I specifically wanted to know how retirement differs for women […]

Book Review – Protecting Your Parents’ Money

Protecting Your Parents’ Money: The Essential Guide to Helping Mom and dad Navigate the Finances of Retirement Published: August 2011; paperback 260 pages Author: Jeff D. Opdyke — Financial columnist; wrote the Love & Money column; author of 6 books; 17 years at The Wall Street Journal writing about personal finance, family finance and investment […]

Book Review: “How to Retire Happy, Wild and Free”

How to Retire Happy, Wild, and Free (Retirement Wisdom that You Won’t Get From Your Financial Advisor), by Ernie J. Zelinski Reviewer: Nova D. Muhlenberg Bonnett, Esq. September 2011 Ernie Zelinski’s title is so very promising, particularly coming on the heels of his previous book, The Joy of Not Working, and his third work, Career […]

Book Review: “The Successful Retirement Guide”

: “The Successful Retirement Guide: Hundreds of Suggestions on How to Stay Intellectually, Socially and Physically Engaged for the Best Years of Your Life,” Kevin R. Price, Rainbow Books, Inc. 2009 Reviewed by Frederick C. Rieck, attorney This book was not a happy choice. In retrospect, it is clear that the title should have warned […]

How To Leave An IRA To A Child Who Has a Disability

SEPTEMBER 27, 2010 VOLUME 17 NUMBER 30 This is so confusing to clients, but it needn’t be. The rules are actually simpler than they seem. Stay with us, and we’ll walk you through it. OK, here’s the set-up: You have three children, one of whom (the youngest) has a disability. We’ve decided to name her […]

Non-Lawyer Trust Preparation Group Shut Down in Indiana

MAY 3, 2010  VOLUME 17, NUMBER 15 United Financial Systems Corporation looks like they can do it all. According to their website (which you will have to look up for yourself — we don’t want to point to it since it still includes information about how to sign up for the activities that have now […]

Roth IRA Conversion in 2010 More Attractive For Some

JANUARY 11, 2010  VOLUME 17, NUMBER 2 Recent changes in federal regulations affecting the Roth IRA now make this retirement savings plan available to wealthier individuals. We list some of the factors to consider in determining whether to convert your existing traditional IRA to a Roth IRA – so that you can discuss the matter […]

Robert B. Fleming

After more than 50 years of practice, Robert Fleming will retire on January 1, 2027. Our hearts are full of appreciation for Robert. A founding member of Fleming & Curti, PLC, he leaves behind a legacy built on mentorship, advocacy and education. A champion of autonomy and self-reliance, Robert advocated for thousands of vulnerable children and adults throughout his career. A visionary in the Special Needs Planning and Elder Law communities, his innovative ideas created new opportunities for individuals with special needs. The Fleming & Curti team look forward to celebrating Robert and promoting the legacy he leaves behind in the decades ahead.

If you would like to meet with Robert or learn more about Fleming & Curti, PLC, please contact us at 520-622-0400 or by email: FlemingAndCurti@gmail.com.

Attorney

Robert Fleming is a Fellow of both the American College of Trust and Estate Counsel and the National Academy of Elder Law Attorneys. He has been certified as a Specialist in Estate and Trust Law by the State Bar of Arizona‘s Board of Legal Specialization, and he is also a Certified Elder Law Attorney by the National Elder Law Foundation. Robert has a long history of involvement in local, state and national organizations. He is most proud of his instrumental involvement in the Special Needs Alliance, the premier national organization for lawyers dealing with special needs trusts and planning.

Robert has two adult children, two young grandchildren and a wife of over fifty years. He is devoted to all of them. He is also very fond of Rosalind Franklin (his office companion corgi), and his homebound cat Muninn. He just likes people, their pets and their stories.

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Elizabeth N.R. Friman

Attorney

Elizabeth Noble Rollings Friman is a principal and licensed fiduciary at Fleming & Curti, PLC. Elizabeth enjoys estate planning and helping families navigate trust and probate administrations. She is passionate about the fiduciary work that she performs as a trustee, personal representative, guardian, and conservator. Elizabeth works with CPAs, financial professionals, case managers, and medical providers to tailor solutions to complex family challenges. Elizabeth is often called upon to serve as a neutral party so that families can avoid protracted legal conflict. Elizabeth relies on the expertise of her team at Fleming & Curti, and as the Firm approaches its third decade, she is proud of the culture of care and consideration that the Firm embodies. Finding workable solutions to sensitive and complex family challenges is something that Elizabeth and the Fleming & Curti team do well.

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Amy F. Matheson

Attorney

Amy Farrell Matheson has worked as an attorney at Fleming & Curti since 2006. A member of the Southern Arizona Estate Planning Council, she is primarily responsible for estate planning and probate matters.

Amy graduated from Wellesley College with a double major in political science and English. She is an honors graduate of Suffolk University Law School and has been admitted to practice in Arizona, Massachusetts, New York, and the District of Columbia.

Prior to joining Fleming & Curti, Amy worked for American Public Television in Boston, and with the international trade group at White & Case, LLP, in Washington, D.C.

Amy’s husband, Tom, is an astronomer at NOIRLab and the Head of Time Domain Services, whose main project is ANTARES. Sadly, this does not involve actual time travel. Amy’s twin daughters are high school students; Finn, her Irish Red and White Setter, remains a puppy at heart.

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Famous people's wills

Matthew M. Mansour

Attorney

Matthew is a law clerk who recently earned his law degree from the University of Arizona James E. Rogers College of Law. His undergraduate degree is in psychology from the University of California, Santa Barbara. Matthew has had a passion for advocacy in the Tucson community since his time as a law student representative in the Workers’ Rights Clinic. He also has worked in both the Pima County Attorney’s Office and the Pima County Public Defender’s Office. He enjoys playing basketball, caring for his cat, and listening to audiobooks narrated by the authors.

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