Spread Holiday Cheer by Sharing Your Peace of Mind For the folks who have completed…
Newsflash
As I outlined in the last month’s Newsletter, my staff and I are taking every precaution to keep you safe when you are in our environment. We will continue to disinfect our conference rooms and practice social distancing. As this situation continues, we are here to provide assistance to our clients, including remaining open and accessible.
May is a great time to stop and review your estate planning needs. Do your children know that you have an estate plan, and where you keep your important documents, and how to get in touch with me should it become necessary? I provide all of my clients with a Personal Information Handbook which can serve as a great guideline for getting organized. If you do not have one, call the office and my staff will email you a copy. This tool provides you a place to write down useful information that your spouse and/or your children will need should you become incapacitated and when you die. It is ideal to have a list of your assets, and how those assets are titled, and whether beneficiaries are named on those assets as well as a list of your expenses and how those expenses are paid. And don’t forget to include your passwords.
Have a fun summer and safe travels for those who are traveling.
Happy Mother’s Day to all the mothers!
Here is another TedTalk for you about slowing down which I’m sure a lot you have not enjoyed doing nothing while we have been sheltering in place. Personally it has been a blessing since I’ve been able to spend more time with family. However, I think my kids would like to have some time away from us at this point. I’m hoping all of you are staying safe and taking this time to slow down.
Upcoming Workshops
Basics of Estate Planning Orientation
This workshop is designed for potential clients, covering Wills & Trusts, Incapacity Planning and Probate & Trust Administration
Location: Pittman Law Office, 3854 E County Road 466, Oxford, Florida 34484
Date & Time: Thursday, May 28th at 8:30 am
RSVP: 352-399-6944 Seating is limited
Only for Current Clients:
Funding Revocable Trust Workshop – for Clients that have Revocable Trusts
Location: Pittman Law Office, 3854 E County Road 466, Oxford, FL 34484
Date & Time: Thursday, June 18th at 8:30 am
RSVP: 352-399-6944 – Seating is Limited to 8 clients
Elle and Reed have been pretty good considering that they are with each other all day, every day. It is so sweet when you catch moments of them being nice to each other.
Hunting eggs on Easter wasn’t the same this year since there were no cousins to compete with but they still had fun. Fortunately for me, my kids currently only like two kinds of candy, Starbursts (pink only) and Skittles so I had it pretty easy filling eggs.
Pittman Law Office YouTube Channel
Check out Pittman Law Office’s YouTube channel – we are posting videos for your information
https://www.youtube.com/channel/UCmoZwwOaxeSB6C47DlebyWg?view_as=subscriber
Inspired Reflections – Sharing Your Untold Story
Check out Inspired Reflections website for more info on how to share your story
https://www.inspiredreflections.net/
Visit us at https://g.page/pittman-law-office and click “Write a review”
We always appreciate your feedback
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 and view our website, www.thepittmanlawoffice.com
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