We hope you all had a good Christmas and are ready to ring in the new year. We are excited about the new year and all the new opportunities. One of our goals at Pittman Law Office is to provide easy to understand Estate Planning information. Be sure to check out our YouTube channel here .
The start of a new year is a great time to reflect on where you have been and set goals to ensure that you get to where you want to go.
We believe that one of those goals should be review or re-evaluate your estate plan:
- Is it from another state?
- Is it up to date to your wishes?
- Do you need to start fresh?
- Have you had a major life change?
- Do you need to create an estate plan?
Creating an estate plan and ensuring that it reflects your wishes can:
- decrease family discord,
- ensure that your assets are distributed how and to whom you want,
- avoid probate and unnecessary costs,
- reduce estate taxes, and
- provide peace of mind for you and your loved ones.
The new year is all about new beginnings. If you are not a PLO client yet, you can take steps today to make sure your estate plan is in place by calling to schedule an appointment with one of our attorneys.
| New Team Member Pittman Law Office is excited to announce that we have a new Team Member! Felicia Stone is a native Floridian, raised right here in Sumter County. Felicia is detail oriented and very helpful when you call Pittman Law Office. |
| Probate Corner…Here is a helpful tip from Tara, our probate paralegal, that can help your administrators after you pass away. Watch video: https://www.youtube.com/watch?v=zAoPF-fwtBE |
My Neighbor Said…
My neighbor said if I create a Trust, I will need to ask my beneficiaries for permission if I want to sell my house. This is not the case with the type of Trusts that we create at Pittman Law Office. The type of trusts that we create have the Client named as the Trustee and Settlor of the Trust, therefore the Client is in control of all assets until the client relinquishes the power, is incapacitated, or passes away.
If you are a 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
Upcoming Workshops
Funding Revocable Trust Workshop
This workshop is for current clients of Pittman Law Office that have Revocable Trusts.
Date & Time: Thursday, January 25, 2024 at 8:30 am
Location: ZOOM
RSVP to 352-399-6944 – limited to 15 people
This workshop is for current clients of Pittman Law Office that have Revocable Trusts.
Date & Time: Wednesday, February 21, 2024 at 8:30 am
Location: Pittman Law Office
RSVP to 352-399-6944 – Seating is limited to 12 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: Wednesday, February 28, 2024 at 8:30 am
Location: Pittman Law Office
RSVP: 352-399-6944 – Seating is limited to 12 people
Attorney Audra Platt and her son, Warren went fishing in Lake Okeechobee over the Christmas break. We are so blessed to have spent quality time with our families over the holiday break. |
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.
Remember to like us on Facebook, leave a review on Google and view our website. You can also check out our videos on our YouTube Channel.
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.
Some links within this newsletter may lead to other sites than PLO website. Pittman Law Office does not necessarily sponsor, endorse or otherwise approve of the materials appearing in such sites.
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