Jose Roman
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
Reasons why most people don't have an estate plan, and what you can do about it today
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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Jose Roman
- Jul 12, 2022
- 11 min
6 Essential Items Your Estate Plan Needs in Pennsylvania
6 Essential Items Your Estate Plan Needs in Pennsylvania
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Jose Roman
- Jul 6, 2022
- 5 min
Welcome to the Roman Estate Law Blog
By: Jose Roman Hello, my name is Jose Roman. I am an estate planning attorney located in Pennsylvania and founder of Roman Estate Law,...
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