Spring Cleaning for Your Estate Plan 🌷🧹 Just like closets and garages, estate plans benefit…
Alternatives to Probate
| 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 make things much easier for them to manage if something happens to you. |
| 🏡 “My Neighbor Said…” |
| “My family will figure it out when the time comes.” Maybe — but that does not mean it will be easy.Even very responsible families can feel lost if they do not know where documents are, who is in charge, or what steps to take first.Giving your loved ones clear direction is one of the kindest things you can do. |
| 📅 Upcoming Workshops & 2nd Annual EP Summit (RSVP Required — Limited Seating) |
| 🔒 Client-Only: Trust Funding Workshop For current clients who have a revocable trust prepared by PLO. Wednesday, 4/22 at 8:00 AM — Zoom Friday, 5/8 at 11:00 AM – at PLO Wednesday, 5/27 at 8:00 AM — Zoom RSVP to (352) 399-6944 to reserve your seat or receive your zoom link. 🔒 Client-Only: PLO’s 2nd Annual Estate Planning Summit Friday, 6/5 9 am – 11 am Location: Wildwood Community Center, 6500 Powell Rd, Wildwood, FL 34785 This exclusive event is designed to give our clients insights into Wills, Trusts, and all of the accompanying estate planning documents. This should be a great refresher of the Basics of Estate Planning. We will also walk through the legal process of what happens when someone becomes incapacitated and after they pass away. You’ll also have the opportunity to ask our team of experienced attorneys and knowledgeable probate paralegal, Tara, questions you may have. RSVP to (352) 399-6944 to reserve your seat – limited seating available |
👨👩👧👦 From Our Families to Yours
| E 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 on the word 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 visit our website, www.thepittmanlawoffice.com. We also post educational videos on our YouTube channel https://www.youtube.com/channel/UCmoZwwOaxeSB6C47DlebyWg |
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