Are you thinking about leaving your legacy to charities?

Planned Giving

Estate planning covers more than just financial matters. Indeed, many use their estate plan to pass along their values as well as their wealth. One way to do this is to give thanks with your estate plan, by designating charitable giving or specific gifts that will help ensure your legacy. It is important, however, to balance your income and the needs of your beneficiaries with the available tax incentives.

While the general purpose of estate planning is to ensure you and your family are taken care of when most needed, you do not need to contain your estate planning to financial issues. Indeed, many individuals use estate planning to pass along family history and traditions through their giving. An estate plan may specify how a beneficiary can use their inheritance such as for studying abroad, embarking on a particular trip, or other values that are important to the giver. In addition, you can choose to give to a qualified charitable organization in your will so that the gift is distributed upon your death or incapacity. Giving to charity during your life or after you have gone can help significantly reduce federal estate and gift taxes and allows you to support charitable causes that are meaningful to you

Are you getting scammed?

Are you getting scam phone calls and scam mail? If you are a current client of Pittman Law Office and you would like to learn more about common scams, please consider our upcoming Coffee with Counsel. See below for details.

If you are a current client of Pittman Law Office, please let us know if you have moved or changed your phone number or email. We want to make sure we have current contact information.

Upcoming Workshops

Funding Revocable Trust Workshops

This workshop that Attorney Audra M. Platt will be holding is for current clients of Pittman Law Office that have Revocable Trusts.

Date & Time: Wednesday, July 21, 2021 at 9 am – Via Zoom

RSVP to 352-399-6944 to receive your zoom link.

Date & Time: Wednesday, August 18, 2021 at 9 am – Seating is limited to 12 people

Location: Pittman Law Office, 3845 E. County Road 466, Oxford, Florida 34484

RSVP to 352-399-6944

Coffee with Counsel

This workshop that Attorney Audra M. Platt will be holding is for current clients of Pittman Law Office that want to gain awareness of common scams specific to our area. Guest Speaker: Bryan Lifsey, Manager at Seniors Vs Crimes.

Topic: Common Scams Specific to Our Area

Location: Pittman Law Office, 3845 E. County Road 466, Oxford, Florida 34484

Date & Time: Wednesday, July 14, 2021 at 9 am – Seating is limited to 12 people

RSVP: 352-399-6944

This workshop that Attorney Audra M. Platt will be holding is for current clients of Pittman Law Office that want to understand the difference between charities and foundations and the benefits of giving to each. Guest Speaker: Central Florida Foundation Vice President of Philanthropy, Nicole Donelson.

Topic: Charitable Giving: Charities vs Foundations

Location: Pittman Law Office, 3845 E. County Road 466, Oxford, Florida 34484

Date & Time: Wednesday, August 11, 2021 at 9 am – Seating is limited to 12 people

RSVP: 352-399-6944

Basic Estate Planning Workshop

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

Location: Pittman Law Office, 3845 E. County Road 466, Oxford, Florida 34484

Date & Time: Wednesday, July 28, 2021 at 9 am and Wednesday, August 25, 2021 at 9 am

RSVP: 352-399-6944 – Seating is limited to 12 people

Do You Want To Host a Mortality Party?

Mortality Party (informal discussion on Estate Planning)

If you are interested in hosting a mortality party please let us know. The idea is the host would invite 6-8 of their friends and Attorney, Audra M. Platt will come to the host’s home (or driveway so we can social distance) to discuss Estate Planning and answer any questions the guests may have about estate planning. I’ll bring the pizza and beer. Contact our estate planning paralegal, amyrose@thepittmanlawoffice.com, for more information and to schedule a fun, educational event at your home.

Point of Interest: Can money buy you happiness? Here is an interesting Ted Talk on the subject.

https://www.ted.com/talks/michael_norton_how_to_buy_happiness?referrer=playlist-on_generosity

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

It’s been awhile since we’ve recommended any restaurants for those of you who like to leave the area. Earlier this month the PLO team celebrated Toni’s birthday at a great restaurant in Mt. Dora called 1921. It’s definitely worth the drive.

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