Merry Christmas!

As we enter the Christmas season, now is a good time to think about how and what you need to tell your friends and family about your estate plan. Do you need to make sure they know where you keep your estate planning documents? Do they need to know about your assets? How much do they really need to know? We recommend you tell your administrators that they are:

1. In charge – whether it be of medical decisions, financial decisions or both;
2. Where to find your estate planning documents; and
3. Who the attorney is that created your estate plan.

Some things to clarify… Who are your administrators? Administrators are the people you have chosen to be in charge of your medical decisions and your financial decisions. Remember, the medical administrators, also known as your Health Care Surrogate and financial administrator can be your Financial Power of Attorney agents, Successor Trustee or Personal Representative do not have to be the same people and they do not have to be the beneficiaries of your estate plan. Also, we do not recommend that your keep your estate planning documents in a safe deposit box because it could delay your administrator from getting the documents. Keep your documents in a safe place in your home. If you keep them in a safe, don’t forget to tell your administrators how to get into the safe.

We hope you all have a wonderful Christmas!

Pittman Law is excited to announce that we have a new Attorney, Stephen Brown. Stephen Brown has been practicing law since 2018 and is looking forward to assisting clients with their estate planning matters.

Meet & Greet for Clients & Their Loved Ones

This is an annual event that Pittman Law does so our clients can drop by for a few minutes to introduce us to their loved ones visiting during the holidays.

Date & Time: Thursday, December 23, 2021 from 12 pm – 1 pm

No Need to RSVP. Just stop by and say hi.

Upcoming Workshops

Coffee with Counsel

This workshop is for current clients only

Topic: Preneed Funeral Arrangements with guest speaker, Karen Shirley from Baldwin Brothers

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

Date & Time: Wednesday, January 12, 2022 at 9:00 am

RSVP: 352-399-6944 – Seating is limited to 12 people

Funding Revocable Trust Workshop

This workshop is for current clients of Pittman Law Office that have Revocable Trusts.

Date & Time: Wednesday, February 16, 2022 at 9:00 am

Location: Pittman Law Office

RSVP to 352-399-6944 – Seating is limited to 12 people

Basic Estate Planning Workshop

This workshop is for potential clients of Pittman Law Office that want to learn more about Estate Planning and our firm.

Date & Time: Wednesday, January 26, 2022 at 9:00 am

Location: Pittman Law Office

RSVP: 352-399-6944 – Seating is limited to 12 people

WE APPRECIATE YOUR REFERRALS

Thank you for your support and confidence in our firm! One of the best compliments we receive is the referral of your friends and family. If you had an awesome experience at PLO, please pass the word on, and if you would like to give us a testimonial to use for our website, please contact Amy, amy@thepittmanlawoffice.com.

Also remember to like us on Facebook, leave a review on Google, and view our website, www.thepittmanlawoffice.com

OFFICE HOURS

MONDAY – THURSDAY 8:00 am – 4:00 pm
FRIDAY CLOSED

Pittman Law Office

3854 E. County Road 466 Oxford, Florida 34484

(352) 399-6944