Cheers to 2025: A Perfect Time for Reflection and Planning

Happy New Year! As we step into 2025, we at Pittman Law Office want to thank you for trusting us with your estate planning needs. We wish you a year filled with joy, health, and prosperity.

The New Year is not just a time for resolutions—it’s also an excellent opportunity to ensure your estate plan reflects your current goals and wishes. If you don’t have an estate plan yet, now is the perfect time to take this important step toward protecting your loved ones and your legacy.

Whether you need to establish your estate plan or review an existing one, we recommend focusing on:

• Beneficiary designations on accounts and insurance policies
• Trust funding and asset alignment, and
• Healthcare and financial administrators

Having a clear and updated estate plan offers peace of mind and ensures your loved ones are cared for.

If you’re ready to get started or make updates, we’re here to help. Let’s begin 2025 with confidence, knowing your plans are in place. Contact our office at 352-399-6944 if you would like to schedule a consultation.

Upcoming Workshops

Funding Revocable Trust Workshop

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

Date & Time: Thursday, January 16, 2025 at 9:00 am

Location: Via Zoom

RSVP to 352-399-6944 to get the link for the Zoom meeting

Date & Time: February 7, 2025 at 11:00am

Location: Pittman Law Office

RSVP 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, February 7, 2025 at 10:00 am

Location: Pittman Law Office

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

Probate Corner…

What is probate?

Probate is a court process used to identify, gather and distribute a deceased person’s probate assets. Not all assets are probate assets, there are multiple ways to keep assets out of probate. Yes, there are horror stories with probate but in reality not all probate cases are terrible. If you would like to learn more about probate, check out our YouTube Channel.

My Neighbor Said…

My neighbor said I can update my estate plan by crossing a sentence out and signing in the margin. Please don’t listen to that neighbor about estate planning. This is not the case in Florida. A Will and a Trust must be signed with the proper prerequisites required by Florida Law. If your documents are not signed with the proper formalities, your document can be considered invalid. Talk to a professional to ensure that your plans are legally binding.

Attorney Amy Pittman and her family on a hike in Georgia over the holiday break.

Attorney Audra Platt’s kiddos, Waylon and Warren didn’t slow down over Christmas break but she was able to capture 2 adorable moments.

Attorney Sydney Simmons’ daughter Elle picking strawberries at Backroads Berries here in Oxford.

WE APPRECIATE YOUR REFERRALSThank 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 on the word 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 visit our website, www.thepittmanlawoffice.com. We also post educational videos on our YouTube channel https://www.youtube.com/channel/UCmoZwwOaxeSB6C47DlebyWg