Pittman Law Office Newsflash

Probate 101

Probate is the court process that transfers an asset out of a deceased person’s name into a beneficiary’s name. Any asset (such as financial accounts and Real Property) in a deceased person’s name alone with no beneficiary designated will go through probate. Here at Pittman Law, we help clients reduce the assets that would need to pass through probate, whether it be through beneficiary designations on financial accounts or creating a Revocable Living Trust.

A lot of our clients have heard horror stories about probate and yes, some of them are true. However, every probate is different and it doesn’t have to be terrible process. The probate process varies based on the type of asset going through the probate process, the value of the asset, if there are a lot of creditors, and who the beneficiaries are. The more assets that go through probate, the more costly and time consuming the process can be.

More often than not, family dynamics play a big role in whether disputes arise. This is particularly true for blended families, where biological children have different expectations than their stepparent and step-siblings. Some disputes can be avoided when you have proper beneficiary designations or assets are titled correctly.

If you are not a current client of Pittman Law and would like to learn more about the probate process and how to establish an estate plan, where probate is either not necessary or used only for certain assets, consider a complimentary consultation with an Attorney at Pittman Law.

For current clients of Pittman Law, we are hosting a Coffee with Counsel where Attorney Audra Platt and our Probate Paralegal, Tara Dirato will dive into the probate process in greater detail. Seating is limited, please see details below.

In September, Attorney Audra Platt spoke about the Basics of Estate Planning at a workshop hosted by Southeast Trust Company, who discussed the advantages of naming a Corporate Trustee. If you are interested in learning more about Estate Planning and Corporate Trusteeship, consider attending one of Southeast Trust Company’s upcoming workshops: October 18, 2022 at 9:30 am or November 15, 2022 at 9:30 am. Please RSVP. Seating is limited. 352-399-6944.

Upcoming Workshops

Funding Revocable Trust Workshops

Attorney Audra M. Platt is holding this workshop for current clients of Pittman Law Office who have Revocable Trusts with funding questions.

Date & Time: Wednesday, November 16, 2022 8:30 am via Zoom

RSVP to 352-399-6944

Coffee with Counsel

This workshop is for current clients of Pittman Law Office who want to learn more about the Probate process.

Topic: Probate 101

Location: Pittman Law Office, 3854 E. County Road 466, Oxford, Florida 34484

Date & Time: Wednesday, October 12, 2022 at 8:30 am – Seating is limited to 12 people

RSVP: 352-399-6944

Basic Estate Planning Workshop

Attorney Audra M. Platt is holding this workshop for potential clients of Pittman Law Office who want to learn more about Estate Planning and our firm.

Location: Pittman Law Office, 3854 E. County Road 466, Oxford, Florida 34484

Date & Time: Wednesday, November 9, 2022 at 8:30 am – Seating is limited to 12 people

RSVP: 352-399-6944

Do You Want To Host a Estate Planning Meet and Greet?

If you are interested in hosting an Estate Planning Meet and Greet, please let us know. The idea is the host would invite 6-12 of their friends and Attorney Audra M. Platt will come to the host’s home to discuss Estate Planning and answer any questions the guests may have about Estate Planning. Contact our Estate Planning paralegal, amyrose@thepittmanlawoffice.com, for more information and to schedule a fun, educational event at your home.

Point of Interest

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

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