Newsletter: May 2025

Is your Estate Plan ready for your Summer Travels?

As summer approaches and many of us prepare for vacations, family gatherings, and time away from our usual routines, it’s the perfect moment to revisit something just as important as packing your suitcase: your estate plan.

Even the most thorough plan can become outdated as life evolves. A new grandchild, a recent move, changes in your health, or shifts in relationships are all reasons to review your documents. Your estate plan should grow with you—and making small updates now can prevent significant confusion or unintended consequences later.

Before you unplug this summer, consider this your gentle reminder to:

• Review your designated agents and beneficiaries
• Confirm your living will and health care surrogate reflect your wishes
• Let your loved ones know where your documents are stored

Peace of mind isn’t just for emergencies—it’s for everyday life, and for every adventure. As you are reviewing your estate plan, check out our YouTube channel for more additional information.

A Special Thank You!

We want to extend a heartfelt thank you to everyone who joined us for our recent client event, Estate Planning Summit. It was a full house, and we were thrilled to connect with so many of you in person.

A very special thank you to Mr. Beyers and the Orange Blossom Opry for generously hosting us—we couldn’t have asked for a better venue. Your support and enthusiasm mean the world to us, and we’re already looking forward to the next one.

Upcoming Workshops

Funding Revocable Trust Workshop

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

Date & Time: Friday, May 16, 2025, at 11:00 am

Location: Pittman Law Office

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

Date & Time: Friday, June 20, 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, May 16, 2025 at 10:00 am

Location: Pittman Law Office

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

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

Location: Pittman Law Office

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

Probate Corner…

A common (and often surprising) fact about Florida probate is:

⚖️ Even if you have a will, your estate still has to go through probate in Florida.

Many people think having a will means their estate automatically avoids court—but in Florida, that’s not the case. A will simply tells the probate court how you want your probate assets distributed. The estate still goes through the probate process unless you’ve taken additional steps like creating a revocable living trust or using beneficiary designations and joint ownership to pass assets outside of probate. Be sure to check out our YouTube Channel where you can learn how to avoid probate.

My Neighbor Said…

People often tuck their will or trust documents away in a locked safe, safe deposit box, or an obscure drawer—and then forget to tell their family, executor, or trustee how to access them. If no one can find the documents when needed, it’s as if they don’t exist at all.

Pro Tip: After your plan is finalized, let at least one trusted person know where your estate planning documents are stored and how to access them as well as how to get in touch with us. A great estate plan only works if it can be found!

Family…