Attorney Amy Pittman and Attorney Audra Platt questioned their spouses on Estate Planning. Do you think they listen or let it go in one ear and out the other… Listen to find out.

My Neighbor Said…

My neighbor said that my Personal Representative, most commonly known as an executor, cannot be my stepchild. This is not true for everyone. Florida law does dictate criteria as to who can serve as a Personal Representative, however a stepchild who lives in the state of Florida can serve as a Personal Representative. A stepchild who lives in another state cannot serve as a Personal Representative. Check out our YouTube Channel for more details on this matter and others.

If you are interested in learning more about Florida law and the documents that are included in our Estate Planning Packages, consider hosting an Estate Planning 101 party. This is a great opportunity to get a couple of your friends together (we ask for no more than 25 in a group) in the comfort of your home and Attorney Audra Platt will discuss the basics of estate planning. If you are interested in hosting an Estate Planning 101 party, contact Attorney Audra Platt at audra@thepittmanlawoffice.com.

If you are a current 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

Probate Corner – When someone dies, is there a formal “reading of the will” like in a movie?

There is a common scene is movies where a lawyer gathers family and friends of a deceased person and formally reads the will to everyone. Inevitably, someone is shocked by the way the estate was divided and who received or did not receive part of the estate. This may be good entertainment, but it is not a legal requirement. Florida law requires a Will to be deposited or filed with the Court after a person dies. That makes the Will a matter of public record and open for anyone to review and read. If you are a beneficiary of someone’s Will, you are entitled to a copy of the Will and notice of the probate proceeding. Keep in mind that a Will only directs the transfer of probate assets. Probate assets are assets in a deceased person’s name alone without a listed beneficiary.

Upcoming Workshops

Funding Revocable Trust Workshops

These 30 minute workshops are only for Current Clients of Pittman Law Office that have Revocable Trusts.

Date & Time: Monday, February 26, 2024 at 2:30pm

Location: Via Zoon – Please RSVP to receive the Zoom link

Date & Time: Wednesday, March 20, 2024 at 8:30am

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

RSVP: 352-399-6944

Basic Estate Planning Workshop

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

Date & Time: Wednesday, March 27, 2024 at 8:30am

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

RSVP: 352-399-6944

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.

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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.

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