Spread Holiday Cheer by Sharing Your Peace of Mind For the folks who have completed…
Congratulations Attorney Amy Pittman!
Check out this video to see why Attorney Amy Pittman deserves a Congratulations.
If you’d like to learn about Revocable Trusts and estate planning check out our website and our YouTube Channel.
Probate Corner…What is a probate asset? Check out this video from Attorney Audra Platt explaining probate assets. |
My Neighbor Said…
My neighbor said that since I recently updated my estate planning documents before I moved to Florida that I don’t need to have them reviewed in Florida.
Be careful with this one. Neighbors usually have good intentions but not quite all the facts. When you have estate planning documents from another state, no matter how recent they were done, it is recommended to have those documents reviewed by a Florida attorney. This is also true if you move out of Florida. When you move from one state to another, you need to have your estate planning documents reviewed by an Attorney who is licensed in the state that you are moving to. Every state has their own unique practices and statutes for estate planning.
Just because you need to have your documents reviewed by a Florida attorney, doesn’t mean that all of the documents need to be changed or updated; bring them to your consultation and we will take a look at them to see if they meet Florida requirements.
If you are a Client of PLO, please contact us if you are receiving advice or suggestions concerning your Estate Plan before acting on the advice. Both Amy and Audra are responsive to emails from clients. amy@thepittmanlawoffice.com and audra@thepittmanlawoffice.com
Upcoming Workshops
Funding Revocable Trust Workshop
This workshop is for current clients of Pittman Law Office that have Revocable Trusts.
Date & Time: Wednesday, April 17, 2024 at 8:30 am; and
Date & Time: Wednesday, May 15, 2024 at 8:30 am
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, April 24, 2024 at 8:30 am
Location: Pittman Law Office
RSVP: 352-399-6944 – Seating is limited to 12 people
Attorney Amy Pittman and her family enjoyed spring break in the snow. Amy’s husband, Josh and their son, Reed had a blast on the slopes. |
Attorney Audra Platt and Family celebrated Easter at Family Church, located in Sumterville. Audra’s mom, Reba, her youngest son, Waylon, husband, Wes, oldest son, Warren, mother-in-law, Vicki and father-in-law, Kevin |
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.
Remember to like us on Facebook, leave a review on Google and view our website. You can also check out our videos on our YouTube Channel.
Material presented in this newsletter is intended for information purposes only. It is not intended as legal or professional advice and should not be construed as such.
Some links within this newsletter may lead to other sites than PLO website. Pittman Law Office does not necessarily sponsor, endorse or otherwise approve of the materials appearing in such sites.