Vacation Mode: Is Your Estate Plan Ready? Summer travel season is here, and while many…
Happy Fourth of July
Freedom, Family & Peace of Mind
As we celebrate Independence Day, we’re reminded of the freedoms we value most—the freedom to make our own choices, care for our loved ones, and shape the future we envision for our families. Estate planning reflects many of those same principles by allowing you to decide who will make decisions on your behalf, how your assets will be distributed, and what legacy you will leave behind. It is one of the most meaningful ways to ensure your wishes are known and your loved ones are protected.
We would also like to take a moment to thank the veterans, active-duty military members, and military families whose service and sacrifice have made so much possible. We are grateful for your dedication and commitment.
With summer travel season in full swing, many families are heading out on vacations, visiting loved ones, or simply enjoying more time together. While you’re busy making memories, it’s also a good opportunity to revisit your estate plan and make sure it still reflects your wishes.
Having your estate plan in place provides something we all value: peace of mind. It allows you to enjoy your travels and your time with loved ones knowing that you’ve already taken important steps to protect your family and prepare for the unexpected.
Here are a few ways your estate plan continues to provide freedom and confidence:
✅ Control – Your plan clearly identifies who will handle your affairs and carry out your wishes if needed.
✅ Protection – Your loved ones have guidance and support during difficult situations, helping to avoid unnecessary confusion and stress.
✅ Peace of Mind – You can focus on enjoying life, knowing you’ve already put a thoughtful plan in place for the people you care about most.
At Pittman Law Office, we believe estate planning should provide clarity, confidence, and direction for every stage of life. That’s why we do Estate Planning the PINK Way:
Plan. Intentional. Navigate. Knowledge.
Our goal is to help clients create thoughtful plans, make intentional decisions, navigate life’s changes, and gain the knowledge needed to protect what matters most.
Freedom Means Knowing Your Plan Still Works
Quick Tip of the Month
Before leaving for vacation, take a moment to confirm that your trusted decision-makers know where to locate your important information if an emergency occurs. This includes your estate planning documents, asset information, monthly expenses, insurance policies, and important contacts.
We’re not suggesting that you hand over all of this information before your trip—but making sure your loved ones know where to find it can provide valuable peace of mind should the unexpected happen.
Summer Scheduling Reminder
Summer is a busy season for many families, including ours. While our attorneys may have adjusted schedules throughout the summer months, our commitment to serving our clients remains unchanged.
We are proud to maintain an average turnaround time of approximately two weeks from your planning meeting to the completion of your estate planning documents. Our team works diligently to provide timely service while ensuring every plan receives the attention and care it deserves.
Thank you for your continued trust in our firm. We are honored to help protect what matters most to you and your family.
Upcoming Workshops (RSVP Required)
1. How often should you review your estate plan?
A. Only when you retire
B. Every 3-5 years or after a major life event
C. Only if you move to another state
D. Never, once it’s signed
2. Which of the following assets typically passes according to a beneficiary designation rather than your Will or Trust?
A. Your household furniture
B. Your vehicle
C. A life insurance policy
D. Your personal jewelry
3. If you become unable to manage your financial affairs, which document allows someone you choose to act on your behalf?
A. Living Will
B. Last Will and Testament
C. Durable Power of Attorney
D. Trust Funding Worksheet
Answers
1. B – Review your plan every 3-5 years and after major life changes such as marriage, divorce, death, relocation, or significant financial changes.
2. C – Life insurance proceeds generally pass according to the beneficiary designation on file.
3. C – A Durable Power of Attorney allows a trusted person to handle financial and legal matters if you are unable to do so.
From Our Families to Yours



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