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Jose Roman
Jun 29, 20234 min read
Estate Planning for Blended Families
By: Jose Roman Estate planning is a crucial step in ensuring the smooth transfer of assets and protection of your loved ones after you...
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Jose Roman
Jun 15, 20234 min read
Estate Planning For Alzheimer's And Dementia Patients
By: Jose Roman Estate planning is an essential process for anyone, but it becomes even more critical for individuals facing disabilities...
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Jose Roman
Jun 7, 20234 min read
What is an Advanced Healthcare Directive?
By: Jose Roman Creating an estate plan is a crucial step in ensuring that your assets and healthcare preferences are handled according to...
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Jose Roman
Jun 1, 20234 min read
Do I Need a Healthcare Power of Attorney?
By: Jose Roman In an unpredictable world, it is important to plan for the unexpected, especially when it comes to our health. One vital...
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Jose Roman
May 25, 20235 min read
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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Jose Roman
May 18, 20235 min read
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, 20235 min read
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, 20233 min read
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, 20234 min read
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, 20235 min read
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, 20233 min read
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...
67 views0 comments
Jose Roman
Mar 27, 20232 min read
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, 20234 min read
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, 20233 min read
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...
68 views0 comments
Jose Roman
Mar 6, 20233 min read
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, 20233 min read
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, 20222 min read
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, 20222 min read
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, 20224 min read
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, 20222 min read
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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