Pittman Law Office Newsflash

Tax season is almost over! Congratulations to those who have already submitted their tax returns and good luck to all those who are working frantically before the deadline.

While we are currently focusing on personal returns, we want to remind our clients of the potential upcoming Federal Estate Tax changes. The current Federal Estate Tax Exemption Level is subject to revert back to the 2018 level (adjusted for inflation) in 2026.

For more information on the Federal Estate Tax Exemption and how it might impact you, check out our YouTube Channel to listen to Attorney Audra M. Platt discuss the potential changes.

Probate Corner

Do you think that every death requires a hearing or filing in probate court? That is not true. A probate case is only necessary when you require the Court’s assistance to transfer an asset that is in a deceased person’s name alone to a legal heir or deal with the decedent’s creditors. There are many things you can do NOW to keep your estate out of probate. One way to keep certain assets out of probate is to name a beneficiary on accounts.

Here is a picture of Attorney Amy Pittman and her mentor and friend, Attorney Stefan Addison taken several years ago. Stef mentored Amy for over a decade, encouraging and educating Amy through the early years of her career in Estate Planning. His recent passing only reminded Amy how grateful she is that she had so much time to learn from him. Stef will never be forgotten as he had such an impact on Amy and Pittman Law Office.

Upcoming Workshops

Secure Act 2.0 – Tax Saving Opportunities – What You Need to Know Now?

This meeting is only for current clients who do not have their own financial planner to discus Secure Act 2.0 with and would like to learn more about Secure Act 2.0.

Guest Speaker: Modera Wealth Management

Date & Time: Wednesday, April 12, 2023 at 8:30 am

Location: Pittman Law Office

RSVP: 352-399-6944 – Seating is limited to 8 people

Funding Revocable Trust Workshop

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

Date & Time: Wednesday, April 26, 2023 at 8:30 am via Zoom

Location: Zoom Only

RSVP: 352-399-6944 – Limited to 20 participants

Date & Time: Wednesday, May 17, 2023 at 8:30 am and Wednesday, June 14, 2023 at 8:30 am

Location: Pittman Law Office

RSVP: 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, April 5, 2023 at 8:30 am and Wednesday, May 24, 2023 at 8:30 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 as well as all of our educational videos on our YouTube Channel.

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