MERRY CHRISTMAS!

December is a special time where we gather with friends and family to enjoy the Holidays. That means it is a great opportunity to discuss your Estate Plan with your loved ones. Although it might not be a cheerful subject, it could help your administrators immensely in the administration process. You don’t have to disclose all of the details of your Estate Plan, but make sure that they know some of the basics. Some main factors that would be beneficial to discuss with your administrators are:

• Where your Estate Planning Documents are located,
• Who your Estate Planning Attorney is and how to contact them,
• What your monthly expenses are and how they are paid, and
• Where your assets are located and how those assets are titled.

This information will help your administrators step into their role when you become incapacitated or pass away.

If you are a client of Pittman Law Office, you have a Personal Information Handbook in your folder or binder that we gave you with your original documents. This document is a great start for you to list important information that your administrators need to know. Be sure to update this handbook when something changes in your life.

Attorney Audra M. Platt continues to travel around Sumter, Lake, and Marion county to speak at Estate Planning 101 Parties.

Estate Planning 101 Parties are great for folks who want to get a basic explanation of Florida Estate Planning in an informal setting.

You don’t need to be an established client of Pittman Law Office to host an Estate Planning 101 Party. The idea is the host would invite 10 or more of their friends and Attorney Audra M. Platt will come to the host’s home (or driveway) to discuss the basics of Estate Planning and answer any questions the guests may have about Estate Planning. Contact Toni, our Director of First Impressions, for more information and to schedule a fun, educational event at your home.

To the left is Reed, Attorney Amy Pittman’s son. All Reed wants for Christmas is his FRONT TOOTH.

To the right is Waylon, Attorney Audra Platt’s youngest son. He took his first steps on Thanksgiving and hasn’t slowed down yet.

MEET AND GREET

Are your loved ones visiting you during the Holidays? If so, this is the perfect time for them to meet the Pittman Law Office team.

We are holding a Meet & Greet on Tuesday, December 20th from 12:00 pm – 1:00 pm.

No need to make reservations. This is a great opportunity to introduce your loved ones, who are assisting with your Estate Plan, to your Estate Planning Law Firm. Just stop by and say Hi!

Upcoming Workshops

Funding Revocable Trust Workshops

Attorney Audra M. Platt is hosting this workshop for current clients of Pittman Law Office who have Revocable Trusts with funding questions.

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

Date & Time: Wednesday, January 18, 2023 at 8:30 am – Seating is limited to 12 people

RSVP: 352-399-6944

Basic Estate Planning Workshop

Attorney Audra M. Platt is hosting this workshop for potential clients of Pittman Law Office who 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, January 25, 2023 at 8:30 am – Seating is limited to 12 people

RSVP: 352-399-6944

Point of Interest

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 Attorney Amy Pittman, amy@thepittmanlawoffice.com.

Also remember to like us on Facebook, leave a review on Google and view our website, www.thepittmanlawoffice.com

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