Pittman Law Office
Newsflash

Let’s talk about titling assets

It is critical to title assets correctly to ensure that they follow the estate plan that you have created. If your main estate planning document is a Last Will and Testament, you need to make sure that all of your financial assets have beneficiaries listed. The type of account will determine what the beneficiary designation is called, sometimes called Pay on Death Accounts (POD) or Transfer on Death Accounts (TOD). Listing people on these accounts will ensure that your money does not go through probate.

If your main estate planning document is a Revocable Trust, the way you title your assets will depend on: (1) the age of your beneficiaries, (2) how you control the money after you pass away, and (3) what type of accounts you have.

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 9, 2022 with Attorney Audra M. Platt. See details below.

Helpful Tip: Have you ever heard the term per stirpes? This term is Latin, and it means that if the person you have listed as a beneficiary passes away, then you want their share to go to their descendants. You will usually see this term when you fill out your beneficiary form for a retirement account (IRA, 401K, 403B).

If you are a current client and are unable to attend our Coffee with Counsel, and you have questions concerning the titling of your assets, call the office at 352-399-6944 to schedule a phone call with your Attorney or you can email your attorney directly.

Attorney Amy Pittman, amy@thepittmanlawoffice.com

Attorney Audra Platt, audra@thepittmanlawoffice.com

Team Member Spotlight

The first face you see when you walk into Pittman Law Office and usually the first person you speak to when you call Pittman Law Office is our Director of First Impression, Ms. Toni Riebling. She is celebrating her six year anniversary as a team member of Pittman Law Office this month. Toni is a genuinely kind person who wants to help others in any way that she can.

We also want to thank all of our clients for their patience and understanding as we actively search for another attorney to add to our growing team. We believe adding another attorney to our team will help us manage all of our clients’ needs and wishes.

Upcoming Workshops

Coffee with Counsel

Topic: Financial Focus: How to title assets – Guest speaker, Mrs. Andrea Patrick, Associate Vice President, Wealth Management at Raymond James.

This workshop is for current clients of Pittman Law Office

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

Date & Time: Wednesday, March 9, 2022 at 9:00 am

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

Topic: 5 documents Everyone Needs, with Attorney Audra Platt

This workshop is for current clients of Pittman Law Office

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

Date & Time: Wednesday, April 13, 2022 at 9:00 am

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

Funding Revocable Trust Workshop

These funding workshops are for current clients of Pittman Law Office that have Revocable Trusts.

Date & Time: Monday, March, 28, 2022 at 9:00 am via Zoom

Location: Zoom Meeting Only

RSVP to 352-399-6944 – Limited to 20 people

Date & Time: Wednesday, April 20, 2022 at 9:00 am

Location: Pittman Law Office

RSVP to 352-399-6944 – Seating is limited to 12 people; this workshop is almost full

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: Wednesday, March 23, 2022 at 9:00 am OR

Date & Time: Wednesday, April 6, 2022 at 9:00 am

Location: Pittman Law Office

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

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

OFFICE HOURS

MONDAY – THURSDAY 8:00 am – 4:00 pm
FRIDAY CLOSED

Pittman Law Office

3854 E. County Road 466 Oxford, Florida 34484

(352) 399-6944