Newsletter

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…

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…