Pittman Law Office Newsflash

Are your financial assets titled succinctly with your estate plan?

It is important to understand how you title your assets as well as who you name as beneficiaries on assets, as this will determine how your financial assets are distributed upon your death.

The type of estate plan you have will determine how your assets should be titled. If you have a Will based estate plan, then we are focused on beneficiary designations. However, if you have a Revocable Trust based estate plan, we are typically focused on who owns the assets. Such as the importance of titling assets in the name of the Trust. Joint Trusts versus Individual Trusts can also determine how we recommend you title your assets.

If you are a current client of Pittman Law Office and you aren’t sure if your assets are titled correctly, consider attending our Coffee with Counsel on March 10, 2021 with Attorney Audra M. Platt. See details below.

If you aren’t able to attend our Coffee with Counsel, we provide other options to ensure that you have the information you need to fulfill your estate plan. See details below.

If you have any questions or would like to schedule an appointment, please call the office at (352) 399-6944.

Please let us know if you have moved or changed your email address. 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, March 17, 2021 at 9 am – Seating is limited to 8 clients

Date & Time: Wednesday, April 21, 2021 at 9 am – Seating is limited to 8 clients

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

RSVP: 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 understand the importance of titling assets and beneficiary designations.

Topic: Financial Focus

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

Date & Time: Wednesday, March 10th at 9 am

RSVP: 352-399-6944 – Seating is limited to 8 people

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, March 24, 2021 at 9 am

RSVP: 352-399-6944 – Seating is limited to 8 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, katherine@thepittmanlawoffice.com, for more information and to schedule a fun, educational event at your home.

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

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