My Neighbor Said….

My neighbor told me _______________________, and you fill in the blank. Sometimes well meaning neighbors provide ill advised guidance. Everyone’s situation is different, whether it be family dynamics, assets, or overall estate planning goals. We are here to help you make sure that those helpful neighborhood tips are useful in your specific situation.

We have a lot of Clients tell us that their neighbor told them they need a Revocable Trust because of probate or all they need is a Last Will and Testament. When we meet with Clients, we are specifically asking about the type of assets they have, how the assets are owned, who their beneficiaries are, and how they want the beneficiaries to receive their assets. All of these issues play a role when we are determining what the best estate plan is for you. Both Revocable Trusts and Last Will and Testaments can be effective estate plans. However, it depends on your specific situation. If you have any questions regarding the above information, please reach out to Pittman Law Office.

If you are a current client of Pittman Law Office, please let us know if you have moved or changed your phone number or email. We want to make sure we have current contact information.

Upcoming Workshops

Funding Revocable Trust Workshops

This workshop that Attorney Audra M. Platt will be holding is for current clients of Pittman Law Office that have Revocable Trusts.

Date & Time: Wednesday, September 15, 2021 at 9 am and Wednesday, October 20, 2021 – Seating is limited to 12 people

Location: Pittman Law Office, 3854 E. County Road 466, Oxford, Florida 34484

RSVP to 352-399-6944

Coffee with Counsel

This workshop that Attorney Audra M. Platt will be holding is for current clients of Pittman Law Office that want to understand the difference between charities and foundations and the benefits of giving to each. Guest Speaker: Central Florida Foundation Vice President of Philanthropy, Nicole Donelson.

Topic: Charitable Giving: Charities vs Foundations

Location: Pittman Law Office, 3854 E. County Road 466, Oxford, Florida 34484

Date & Time: Wednesday, August 11, 2021 at 9 am – Seating is limited to 12 people

RSVP: 352-399-6944

Basic Estate Planning Workshop

This workshop that Attorney Audra M. Platt will be holding is for potential clients of Pittman Law Office that want to learn more about Estate Planning and our firm.

Location: Pittman Law Office, 3854 E. County Road 466, Oxford, Florida 34484

Date & Time: Wednesday, July 28, 2021 at 9 am and Wednesday, August 25, 2021 at 9 am

RSVP: 352-399-6944 – Seating is limited to 12 people

Do You Want To Host a Mortality Party?

Mortality Party (informal discussion on Estate Planning)

If you are interested in hosting a mortality party, please let us know. The idea is the host would invite 6-8 of their friends and Attorney Audra M. Platt will come to the host’s home (or driveway so we can social distance) to discuss Estate Planning and answer any questions the guests may have about estate planning. Audra will bring the pizza and beer. Contact our estate planning paralegal, amyrose@thepittmanlawoffice.com, for more information and to schedule a fun, educational event at your home.

Elle & Reed enjoyed spending time in Fort Walton Beach. Warren enjoyed taking a break from playing on the playground at Lake Sumter Landing.

Point of Interest

We had a wonderful time at CWs Gin Joint in Tampa celebrating our Estate Planning Paralegal, Amy Rose Peck’s birthday a few weeks ago. It’s definitely worth the drive to Tampa.

Pittman Law Office YouTube Channel

Check out Pittman Law Office’s YouTube channel – we have posted videos for your information

https://www.youtube.com/channel/UCmoZwwOaxeSB6C47DlebyWg?view_as=subscriber

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