On January 1, 2023, the lifetime gift tax exemption, federal estate tax exemption, and the annual gift tax exclusion increased. For additional information on the 2023 tax update, we recommend that you contact your CPA or Accountant.

Here is a link to the IRS with helpful information: https://www.irs.gov/businesses/small-businesses-self-employed/frequently-asked-questions-on-estate-taxes

Show us some love and subscribe to our YouTube Channel. Here, you will find all types of educational videos and more information about Amy and Audra. Since we are celebrating Valentine’s day this month, check out our videos on all things marriage.

A big thank you to The Duffy Family for hosting Attorney Audra Platt. We had another successful Estate Planning 101 Party.

If you are interested in hosting an Estate Planning 101 party, please email Attorney Audra Platt at

audra@thepittmanlawoffice.com.

This is a great way for you and your friends to learn more about Estate Planning in your own home.

Team Member Spotlight

We are excited to announce that Pittman Law Office has a new team member, Leslie Rector. She will serve as office manager and an Estate Planning Paralegal.

Upcoming Workshops

Funding Revocable Trust Workshop

These funding workshops are for current clients of Pittman Law Office that have Revocable Trusts.

Date & Time: Wednesday, March 29, 2023 at 8:30am via Zoom

Location: Zoom Only

RSVP to 352-399-6944 – Limited to 20 people

Date & Time: Wednesday, April 19, 2023 at 8:30am

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, March 22, 2023 at 8:30am

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