Pittman Law Office Newsflash

Celebrate Independence Day By Claiming Control Over Your Estate Plan

Every year on the Fourth of July, Americans across the country celebrate our nation’s Declaration of Independence from Great Britain. Yet only about one-third of Americans have an estate plan—meaning that most Americans have given up their independence when it comes to deciding what will happen to them should they become incapacitated and what will happen to their assets when they die. The fact is that, if you do not create your own estate plan, Florida will create one for you through its state intestacy laws. However, most people know how they want their money and property to be distributed after their death and whom they want it to go to; and for many, the people and relationships they want to include in their estate plan go beyond what the state’s plan anticipates.

Additionally, Estate Planning isn’t all about transferring assets after you pass to your loved ones, it also includes the phase of life where you are unable to make decisions for yourself. If you have not appointed someone to make financial decisions while you are incapacitated, by creating a financial durable power of attorney, or your chosen person is either deceased or unable to act, the state’s plan commonly requires that a court appoint someone to make those decisions for you. Whom the court appoints is normally based on who has priority under the state’s rules. Usually, the spouse has priority, followed by an adult child and then a parent. However, the person with priority may not always be the person you would have chosen.

So what are your next steps to declare independence from your state’s intestacy laws, and to ensure that you have the proper documents so the court doesn’t appoint someone over your affairs if you become incapacitated? Check out our YouTube Channel and this video on the Basics of Estate Planning to learn more about the documents included in a comprehensive estate plan.

Check our this video out if you would like to learn more about the Pittman Law Office process and what to expect when you make and appointment with one of our Attorneys.

Upcoming Workshops

Funding Revocable Trust Workshop

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

Date & Time: Wednesday, July 10, 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: Friday, July 26, 10:00 am & Friday, August 16, 2024 at 10:00 am

Location: Pittman Law Office

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

Attorney Amy Pittman and her husband, Josh enjoyed a relaxing trip to the Florida Keys.

Attorney Audra Platt’s oldest son, Warren (middle) enjoyed a quick fishing trip to Louisiana with his cousins, Myles (left) and Mayland (right). You might recognize Mayland and Myles from working the HM Cattle Company booth at the Brownwood Farmers Market on Saturdays.

Attorney Sydney Simmons and her family enjoyed a day at The Florida Aquarium.

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 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

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