Bala Cynwyd, PA Estate Planning Attorney

Your Estate Planning Attorney
Your Estate Planning Attorney
Baratta Russell & Baratta offers deep knowledge and experience in estate planning, trusts, estate administration and commercial law services in Bala Cynwyd, PA and surrounding areas including Merion Station, Narberth, and greater Montgomery County and Delaware County.
Ken Russell

Everyone’s goals are different and are particular to their family and financial circumstances. The Bala Cynwyd Estate Planning attorneys at Baratta, Russell & Baratta are here to help you navigate the path.

It is our goal to ensure that a client’s estate plan transfers their assets where they are intended while maximizing wealth transferred and minimizing transfer taxes and other expenses. Critical to a plan is the control and protection of assets for minor children, disabled beneficiaries, or inexperienced persons.

The Attorneys of Baratta, Russell & Baratta are experienced in many areas of Estate Planning Law in Bala Cynwyd, PA, including but not limited to:

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Estate planning in Bala Cynwyd also involves planning for potential disability and incapacity, which can leave an individual exposed to the Court’s appointment of someone else to control the assets or medical needs of an individual. Proper planning allows a person to identify the best individual who can assist in the event of disability and also to provide parameters and instructions to that individual.

Jack Sweeney
Baratta Russell & Baratta typically recommends the preparation of three documents for every person regardless of circumstances: a Last Will and Testament, a Durable Financial Power of Attorney and an Advance Directive for Healthcare. A client’s family situation or financial picture may make it advantageous to consider additional documents as well, such as trusts or business entities.
ken seminar
Ken Russell giving an Estate Planning Semiar on the Main Line

The estate planning attorneys at Baratta Russell & Baratta are experienced in using advanced planning techniques to minimize taxes while transferring assets to family and future generations. Our primary goal is to understand what you want, and then to tailor a plan to make that happen as efficiently as possible.

Ken Russell was recently quoted in a Barron’s article “Power of Attorney Abuse Can Drain Retirement Savings – Choose One Wisely”

For additional information please refer to our Bala Cynwyd Estate Planning reading materials:

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How Can We Help You?

Bala Cynwyd is a community in Lower Merion Township, Pennsylvania, US. It is located on the Main Line in southeastern Pennsylvania, bordering the western edge of Philadelphia at US Route 1. It was originally two separate towns, Bala and Cynwyd, but is commonly treated as a single community. It is home to the Cynwyd Heritage Trail and Bala Cynwyd Park.