Jose Roman
What is Basis in Estate Planning?
By: Jose Roman Estate planning is a crucial aspect of financial management, ensuring that your assets are distributed according to your...
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Estate Law in Bucks County, PA
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Jose Roman
- May 18
- 5 min
An Estate Planning Guide For Your Spouse's Future
By: Jose Roman When it comes to securing your family's future, estate planning is an essential step to consider. While the topic can be...
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Jose Roman
- May 11
- 5 min
Guide to Preparing Your Will
By: Jose Roman Preparing a will is one of the most important things you can do to ensure that your wishes are carried out after you pass...
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Jose Roman
- May 4
- 3 min
The Pennsylvania Inheritance Tax
By: Jose Roman When someone passes away, their assets and property are typically passed on to their heirs or beneficiaries. While this...
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Jose Roman
- Apr 25
- 4 min
Understanding Special Needs Trusts
By: Jose Roman Caring for a loved one with special needs can be a challenging and rewarding experience. However, one of the most...
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Jose Roman
- Apr 11
- 5 min
Understanding Probate and Non-Probate Property
By: Jose Roman Probate and non-probate property are two terms that are often used in the context of estate planning and administration....
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Jose Roman
- Apr 6
- 3 min
What's the Fuss about Trusts?
By: Jose Roman Estate planning is an essential aspect of personal finance. It involves planning for the distribution of one's assets upon...
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Jose Roman
- Mar 27
- 2 min
Is a DIY Estate Plan Really Worth It?
By: Jose Roman Planning for one's estate can be a complicated and daunting process, and many people often wonder if they can tackle it on...
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Jose Roman
- Mar 20
- 4 min
Is a Living Trust Right For You?
By: Jose Roman Estate planning is an essential part of preparing for the future, and a living trust is an increasingly popular tool in...
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Jose Roman
- Mar 13
- 3 min
Gift Giving and Estate Planning
By: Jose Roman When most people think about estate planning, they often focus on creating a will or trust to pass down their assets and...
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Jose Roman
- Mar 6
- 3 min
Estate Planning For Your Children
By: Jose Roman As a parent, it's important to ensure that your children are taken care of in the event of your passing. Estate planning...
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Jose Roman
- Feb 27
- 3 min
Critical Mistakes in Estate Planning
By: Jose Roman Estate planning is a crucial aspect of financial planning that can help individuals ensure that their assets are...
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Jose Roman
- Nov 15, 2022
- 2 min
Have you updated your beneficiaries? Don't leave your family hanging.
By: Jose Roman Not every part of your estate plan is addressed in your Will or Living Trust document. In fact if you have a retirement...
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Jose Roman
- Nov 10, 2022
- 2 min
Estate planning is not just about your property
By: Jose Roman Estate planning is not just about your property when you pass away. It can also involve who makes medical decisions for...
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Jose Roman
- Oct 27, 2022
- 4 min
Securing your digital assets
By: Jose Roman Did you know that your e-mail account is an asset that you own? How about your online music account or online photo...
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Jose Roman
- Oct 24, 2022
- 2 min
Is your estate plan leaving you black and blue?
By: Jose Roman I recently finished updating my own estate planning documents. I made sure everything was how I wanted it and then the...
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Jose Roman
- Oct 11, 2022
- 4 min
Are your estate planning documents safe?
How you store your estate planning documents is just as important as what they say. By: Jose Roman So you've done the responsible thing...
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Jose Roman
- Oct 6, 2022
- 3 min
Is your estate plan missing this important document?
By: Jose Roman When advising clients I typically advise that the Power of Attorney and not their Will is the most important estate...
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Jose Roman
- Jul 28, 2022
- 9 min
Pennsylvania's Law of Intestate Succession
Ever wondered what happens to your estate if you die without a will? Today we discuss Pennsylvania's law of intestate succession.
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Jose Roman
- Jul 20, 2022
- 11 min
Common Reasons Why You Don't Have An Estate Plan
67% of Americans do not have an estate plan. Here are the reasons why and what you can do about it today.
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