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…
Happy Fourth of JulyThank you to all who have served! As we celebrate the Fourth of July, we're reminded of the freedoms we hold dear—freedom to live, to build, to protect our families, and to shape our future. At our…
Planning Today for Peace of Mind Tomorrow As summer settles in here in Florida, we’re reminded of all the reasons we love calling Florida home—sunny mornings, coastal breezes, and time well spent with family and friends. For many of our…
Is your Estate Plan ready for your Summer Travels? As summer approaches and many of us prepare for vacations, family gatherings, and time away from our usual routines, it’s the perfect moment to revisit something just as important as packing…
Hop Into Secure Planning: Peace of Mind at Every Age Estate planning isn’t just for the elderly or the wealthy—it’s a powerful tool for everyone, at every stage of life. Whether you're starting a family, growing a business, or preparing…
Spring Forward with Peace of Mind As the seasons change and nature comes to life, we wanted to take a moment to check in and remind you that estate planning is not just a one-time event—it’s a journey. Spring is…