Pittman Law Office Newsflash

Did you know there are 5 major documents that every adult should have?

There are a lot of documents out there that will help guide you when thinking about your estate plan. However, there are 5 major documents that you should include in your estate plan. States vary in what they require and how they title these documents, so be sure that your documents are legal in the state where you reside.

So what are the 5 major documents?
1) Designation of Health Care Surrogate
2) Living Will
3) Authorization of Release of Health Information (HIPAA)
4) Durable Power of Attorney (Finances)
5) Revocable Living Trust and/or Last Will and Testament

Once you have these documents in place, it is important to tell your loved ones that you have these documents and where to find them. If something happens to you medically, you want to make sure that your loved one can find the documents he or she needs to help you and communicate your wishes to the medical providers.

If you put the documents in a safe or safe deposit box, make sure your loved one can gain access to that safe or safe deposit box.

If you have any questions or would like to schedule a complimentary Estate Planning consultation with Attorney Audra M. Platt, please call the office at (352) 399-6944.

If you are a current client of Pittman Law Office, please let us know if you have moved or changed your email address. We want to make sure we have current contact information.

Upcoming Workshops

Funding Revocable Trust Workshops

This workshop that Attorney Audra M. Platt will be holding is for current clients of Pittman Law Office that have Revocable Trusts.

Date & Time: Wednesday, May 19, 2021 at 9 am – Seating is limited to 8 clients

Location: Pittman Law Office, 3845 E. County Road 466, Oxford, Florida 34484

RSVP: 352-399-6944

Coffee with Counsel

This workshop that Attorney Audra M. Platt will be holding is for Current Clients of Pittman Law Office that want want to review the 5 major estate planning documents.

Topic: 5 Major Estate Planning Documents

Location: Pittman Law Office, 3845 E. County Road 466, Oxford, Florida 34484

Date & Time: Wednesday, April 14th at 9 am

RSVP: 352-399-6944 – Seating is limited to 8 people

Basic Estate Planning Workshop

This workshop that Attorney Audra M. Platt will be holding is for potential clients of Pittman Law Office that want to learn more about Estate Planning and our firm.

Location: Pittman Law Office, 3845 E. County Road 466, Oxford, Florida 34484

Date & Time: Wednesday, April 28, 2021 at 9 am and Wednesday, May 26, 2021 at 9 am

RSVP: 352-399-6944 – Seating is limited to 8 people

Do You Want To Host a Mortality Party?

Mortality Party (informal discussion on Estate Planning)

If you are interested in hosting a mortality party please let us know. The idea is the host would invite 6-8 of their friends and Attorney, Audra M. Platt will come to the host’s home (or driveway so we can social distance) to discuss Estate Planning and answer any questions the guests may have about estate planning. I’ll bring the pizza and beer. Contact our estate planning paralegal, katherine@thepittmanlawoffice.com, for more information and to schedule a fun, educational event at your home.

The Pittman family enjoyed their Spring Break trip to Tennessee.

The Platt family had a relaxing Easter weekend.

Point of Interest: Real Estate Title Fraud

Here are a couple articles that you might find interesting regarding real estate title fraud.

https://www.myservion.com/blog/home-title-fraud-is-a-billion-dollar-problem-and-its-getting-worse

https://www.experian.com/blogs/ask-experian/what-is-home-title-fraud/

Pittman Law Office YouTube Channel

Check out Pittman Law Office’s YouTube channel – we have posted videos for your information

https://www.youtube.com/channel/UCmoZwwOaxeSB6C47DlebyWg?view_as=subscriber

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