Sweet summertime is coming to a close, which means back to school for a lot of families. Take this time as children, grandchildren, nieces, and nephews go back to school to educate yourself on Estate Planning. This is a topic that is commonly forgotten until it is too late to prepare a proper estate plan. Check out this video for a brief overview of Estate Planning Documents.

Our YouTube Channel has a lot of resources explaining each document in detail, along with information on our firm and who we are.

Upcoming Workshops

Informational Program on Estate Planning – hosted by Trinity Springs

Amy Pittman will discuss the Basics of Estate Planning such as Revocable Trusts, Wills, Durable Power of Attorney, Health Care Surrogate and Probate.

Date & Time: Tuesday, August 20, 2024 from 1:30 pm – 2:30 pm

Location: Trinity Springs Movie Theater, 12120 CR 103, Oxford, FL 34484

RSVP: Trinity Springs 352-571-5546

Funding Revocable Trust Workshop

This workshop is for current clients of Pittman Law Office that have Revocable Trusts.

Date & Time: Friday, August 23, 2024 at 11:30 am

Date & Time; Friday, September 13, 2024 at 11:30 am

Location: Pittman Law Office

RSVP to 352-399-6944 – Seating is limited to 10 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: Friday, August 23, 2024 at 10:00 am

Date & Time: Friday, September 13, 2024 at 10:00 am

Date & Time: Friday, September 20, 2024 at 10:00 am

Location: Pittman Law Office

RSVP: 352-399-6944 – Seating is limited to 10 people

Probate Corner…

Each month, our office receives many calls from clients to notify us that his or her spouse has died. Certainly, this is an emotional and stressful time for the family. Most of the time, the person is frantic with worry that there is some legal task that he or she needs to do immediately. The first thing that we typically say is that there is nothing that needs to be done IMMEDIATELY from a legal standpoint. If you have an estate plan prepared by Pittman Law Office and you did your homework that the Attorney discussed with you, you are prepared. Our staff is here to walk you through your specific situation and answer any questions you may have. We have a Survivor’s Guide Checklist (which can be found on our website) that will give you an overview of issues that may arise when you lose a spouse. Pittman Law Office will be a resource to you when the need arises.

My Neighbor Said…

My neighbor said the only asset they have titled in their Revocable Trust is their real property. Of course, as attorneys we will have different recommendations. First, good job on titling your real property into the Trust. That is a big step in funding your trust properly and avoiding probate. However, most of our clients who prepare a Revocable Trust have the ease of administration in their minds when they choose to have a Revocable Trust based estate plan. Therefore, we would advise having at least one bank account titled in the Revocable Trust’s name. Most banks will allow this account to stay active after the Settlor/owner of the Revocable Trust dies. This money will be available for the Successor Trustee (person in charge when you die) to pay bills and handle the trust administration.

If you have questions on funding your Revocable Trust, check out our funding videos on our YouTube Channel or if you are a current client of ours with a Revocable Trust, consider coming to one of our Funding workshops. (see details above)

We all got to take time off during the summer to spend time with our families.Attorney Amy Pittman and her family enjoyed visiting the Bahamas where they spent some time with Nurse Sharks.

Attorney Audra Platt and her family went red snapper fishing in Louisiana.

Attorney Sydney Simmons’ baby boy, Barrett, started solid food this month.

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. We also post educational videos on our YouTube channel https://www.youtube.com/channel/UCmoZwwOaxeSB6C47DlebyWg