Holiday Hours: To allow our team time with their families during the holidays, our office will have limited hours December 21 and December 22, and will be closed December 23 through December 27. We again will have limited hours December 28 through December 30, and will be closed as of 3pm on December 31 through January 3, with limited hours on January 4 and January 5.We will resume normal business hours (9am to 5pm) on Wednesday, January 6. We hope you and your family have a great holiday and we look forward to seeing you in the new year!

Steele Law Firm

Providing Families a Peace of Mind

Estate Planning Checkup

  • Do you have a Will?
  • If you have minor children, do you have a current Will which names Guardians?
  • If the total gross value of all your assets is over $100,000 do you have an Estate Plan?
  • If you have a Living Trust, have you transferred your assets into it?
  • In case you become disabled, have you nominated someone to handle your financial affairs?
  • Do you have a current Health Care Power of Attorney that provides the names, addresses, and telephone numbers of your designated agents to handle your medical care if you’re disabled?
  • Do you have provisions in your Trust or Will that address the issue of death taxes?
  • If you want to make gifts to charities at your death, are they clearly set forth in your planning documents?
  • Do your planning documents clearly set forth how your personal property will be distributed at your death, including the care of any surviving pets?
  • Since you signed your planning documents, have you changed your mind about any aspect of the plan?
  • Has the value of your assets substantially changed since you signed your planning documents?
  • Have you substantially changed the kind of assets you own since your planning documents were signed?
  • Have you been married, divorced, or widowed since your estate planning documents were signed?
  • Have you had children since your estate planning documents were signed?
  • Have your children had children?
  • Have any of your children been married, divorced, or died since your planning documents were signed?
  • Have you, your spouse, or child(ren) become physically or mentally incapacitated since your planning documents were signed?
  • Have you bought or sold a house or other piece of property since your planning documents were signed?
  • Are you contemplating selling stock or other valuable assets with a low cost basis?
  • Have you moved between states since your planning documents were signed?
  • If you have a Living Trust, are Medicaid triggers in place to ensure that at the appropriate time Medicaid planning can be implemented?

Feel free to make an appointment with our firm to review your estate plan.