Elder Law Issues

Each week we discuss various elder-law, and elder-law adjacent, issues. In plain language, we review estate planning, guardianship, special needs and other legal and practical developments.

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Recent Episodes

What We Expect From an Initial Client Interview

Posted September 22, 201900:12:59

The initial client interview with your new lawyer can be a daunting experience. We are not actually very intimidating, but clients often feel a little...

How Often Should You Update Your Estate Plan?

Posted September 15, 201900:06:10

Good for you! You signed your will and powers of attorney! Maybe you even finalized your living trust, and transferred all (or most) of your assets...

Personal Property Lists and Your Will or Trust

Posted August 25, 201900:09:50

Here's an important part of your estate plan that you may not know about: personal property lists. In Arizona (and a number of other states -- talk...

ABLE Act Accounts

Posted August 18, 201900:12:27

In 2014, the federal government allowed states to establish ABLE Act accounts. Do you understand who they are for and when you might want to explore...

Fleming & Curti as Fiduciary

Posted August 11, 201900:16:46

The last in our series of podcasts on selecting a fiduciary. Should you consider our firm, Fleming & Curti, as fiduciary? We started this cycle...