Bryn Mawr, PA Estate Planning Attorney
Baratta Russell & Baratta offers deep knowledge and experience in estate planning, trusts, estate administration and commercial law services in Bryn Mawr, PA and surrounding areas including Radnor, Villanova, and the greater Delaware County area.
Everyone’s goals are different and are particular to their family and financial circumstances. The Bryn Mawr 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 Bryn Mawr, PA, including but not limited to
- Medicaid Planning
- Last Will & Testament
- Advance Healthcare Directive
- Durable Power of Attorney
- Charitable Planning
- Probate & Administration
Estate planning in Bryn Mawr 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.
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.
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 Bryn Mawr Estate Planning reading materials:
- Does Your Estate Plan Need a Check-Up?
- Estate Planning with Individual Retirement Accounts
- Medicaid Eligibility
- Family Guide to Medicaid Planning
Baratta, Russell & Baratta are proud members of the Main Line Chamber of Commerce: The Main Line Chamber of Commerce strives to strengthen the economy by extending our members’ reach into the community through collaboration, support, education and advocacy.
Learn More about Bryn Mawr.
To learn more about how Baratta, Russell & Baratta can help establish or update your Estate Plan in Bryn Mawr call: (610) 565-9010
Areas We Serve: Huntingdon Valley, Media, Bryn Mawr, Villanova, Wayne, Malvern, Bala Cynwood, Radnor, Lower Merion, Devon, Berwyn, Overbrook, Ardmore, Haverford, Wynnewood, Narberth, Havertown, Springfield, Drexel Hill, Abington, Willow Grove, Horsham, Southampton, Feasterville-Trevose, Warminster, Hatboro, Fort Washington