Devon, PA Estate Planning Attorney
Everyone’s goals are different and are particular to their family and financial circumstances. The Devon 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 Devon, PA, including but not limited to:
Estate planning in Devon 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.
According to Realtor.com, In Devon, the median home is listed for $627.5K. It runs along the well known “Main Line” section of the Philadelphia suburbs. The people of Devon know it’s crucial to protect their estate and assets.
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 Devon Estate Planning reading materials:
Devon, PA is a census-designated place located in Easttown Township, Chester County, Pennsylvania, United States. It’s famously home to the Devon horse show. The area is part of Philadelphia’s Main Line suburbs.
Valley Forge Music Fair – The Valley Forge Music Fair was an entertainment venue located in Devon, Pennsylvania, outside of Philadelphia, constructed in theater in the round style with seating for 2,932. Initially established in a tent in 1955, a permanent structure was constructed that closed in 1996.
Devon Horse Show – The Devon Horse Show and Country Fair is the oldest and largest outdoor multi-breed horse show in the United States and so much more.