Vacation Mode: Is Your Estate Plan Ready? Summer travel season is here, and while many families are busy planning vacations, it’s also a great time to make sure your estate plan is prepared for the unexpected. Whether you’re taking a…
If you have a Revocable Trust, is it Funded? 🔒 PLO's 2nd Annual Estate Planning Summit Open to Current Clients Only Friday, June 5, 2026 from 9 am - 11 am Location: Wildwood Community Center, 6500 Powell Rd, Wildwood, FL…
Alternatives to Probate https://www.youtube.com/watch?v=hThMMhRYBjk Quick Tip of the Month 💡 Consider keeping a workbook, spreadsheet, or folder with your important account information, key contacts, and document locations. This kind of organizer can be incredibly helpful for your loved ones and…
Spring Cleaning for Your Estate Plan 🌷🧹 Just like closets and garages, estate plans benefit from a seasonal refresh. A few small updates can prevent big headaches later—and help your loved ones avoid confusion, delays, or unintended outcomes. 5-Minute Spring…
Wishing you a Merry Christmas andHappy New Year! Wishing you and your family a very Merry Christmas and a Happy New Year. As we reflect on the season, we are grateful for the trust you place in our firm and…
Trusts Are Powerful—But There’s Still Work to Do After a Loved One Passes Check out Attorney Amy Pittman's video explaining Trust Administration. https://www.youtube.com/watch?v=OlAKG8AcePU Special Invitation: Meet Your Attorney – Virtual Event We’re excited to announce a special Zoom event exclusively…
A Season of Gratitude from Pittman Law Office As we gather with family and friends this Thanksgiving season, all of us at Pittman Law Office want to take a moment to express our heartfelt gratitude to you — our clients…
Beneficiary Designation vs. Account Ownership? Check out Attorney Audra Platt's video for more information regarding the differences between beneficiary designations and account ownership. https://www.youtube.com/shorts/wR0AOAd3TZU Upcoming Workshops Funding Revocable Trust Workshop This workshop is for current clients of Pittman Law Office…
Are you registered with your County's Property Alert Notice System? Check out Attorney Audra Platt's video for more information. If you are located in Sumter, Lake or Marion County, you can click on your county for more registration information. Sumter…
Durable Power of Attorney Agent vs. Personal Representative Estate planning can feel overwhelming, especially when it comes to understanding the different roles involved. Two of the most commonly confused—but critically important—roles are the Durable Power of Attorney agent (POA Agent) and…