Newsletter: June 2025

Planning Today for Peace of Mind Tomorrow

As summer settles in here in Florida, we’re reminded of all the reasons we love calling Florida home—sunny mornings, coastal breezes, and time well spent with family and friends. For many of our clients, this season brings well-deserved relaxation, travel, and perhaps even time with grandkids. It’s also the perfect time to revisit something just as important: your estate plan.

The #1 Mistake We See: Thinking You’re “All Set”

One of the most common (and avoidable!) estate planning mistakes we see is assuming your plan never needs to be updated. In reality, life happens—families grow, laws evolve, and your goals may shift. We recommend reviewing your estate plan every 3–5 years, or sooner if you’ve experienced:

• A move to a new state (especially to Florida!)
• A change in marital status
• Selling or purchasing property
• Health issues or changes in long-term care planning

Even if nothing has changed, we’re always happy to review your plan and make sure it still meets your needs and wishes. If you are a current client, email the attorney who helped you with your estate plan if any changes have occurred in your life.

Upcoming Workshops

Funding Revocable Trust Workshop

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

Date & Time: Wednesday, June 11, 2025, at 8:00 am

Via ZOOM – RSVP 352-399-6944

Date & Time: Friday, July 11, 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, June 6, 2025 at 10:00 am

Location: Pittman Law Office

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

Date & Time: Friday, June 20, 2025 at 10:00 am

Location: Pittman Law Office

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

Date & Time: Friday, July 11, 2025 at 10:00 am

Location: Pittman Law Office

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

Probate Corner…

In Florida, a personal representative (also known as an executor) must be either a Florida resident or a relative of the person who passed away—such as a spouse, sibling, parent, child, niece, nephew or cousin or other family members —regardless of where they live. Non-relatives who live outside of Florida are not eligible to serve. Additionally, the personal representative must be at least 18 years old, mentally and physically able to perform the duties, and not have any felony convictions. Choosing the right person is important, as they’ll be responsible for managing the estate, paying debts, and distributing assets according to your wishes.

My Neighbor Said…

My neighbor said I could just download a will online and be done with it. Well, that’s like saying you can diagnose a heart condition with a Google search. Online estate plans might look convenient and cheap, but they often don’t follow Florida law, leave out critical documents, or create more problems than they solve. We’ve seen too many families stuck in court, dealing with expensive and painful consequences from DIY documents. Your legacy, your family, and your wishes deserve more than a fill-in-the-blank form.

Family…

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 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