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Tom’s Retirement

An episode of the Elder Law Issues podcast, hosted by Fleming & Curti PLC, titled "Tom’s Retirement" was published on May 24, 2020 and runs 11 minutes.

May 24, 2020 ·11m · Elder Law Issues

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Episode Description

Tom’s retirement. What does an estate planning lawyer learn from advising others about his own retirement planning?

Tom Curti, founding partner of Fleming & Curti, PLC, retired just one year ago. At the time Tom was a 44-year lawyer. The Fleming & Curti partnership had been in place for more than a quarter century. For all of that time, Tom focused on estate planning. He was, in fact, certified as an Estate & Trust specialist by the State Bar of Arizona.

So when an Estate & Trust specialist plans to retire, what do they think about in advance? And what surprises do they discover even though they thought they were prepared? Or is all just about the golf?

Tom’s retirement means we don’t see him at Fleming & Curti, PLC, all that often any more. But we still have extremely fond feelings for him, and he still drops by occasionally to check on us. During one recent visit we sat down with him to talk about retirement planning, and how he’s enjoying it. Spoiler alert: Tom’s retirement is working out very well.

Oh, and that book Tom recommends? It’s “How to Retire Happy, Wild & Free“, by Ernie Zelinski. A student in one of our classes reviewed it for our website back in 2011.

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