Lower Merion, PA Estate Planning Attorney

Your Estate Planning Attorney

Your Lower Merion Estate Planning Attorney

Baratta Russell & Baratta offers deep knowledge and experience in estate planning, trusts, estate administration and commercial law services in Lower Merion, PA and surrounding areas including Bryn Mawr, Radnor, Villanova, and the greater Delaware and Montgomery County area.

Ken Russell

Everyone’s goals are different and are particular to their family and financial circumstances. The Lower Merion 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 Lower Merion, PA, including but not limited to

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Estate planning in Lower Merion 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 Lower Merion Estate Planning reading materials:

Contact the Estate Planning Team

How Can We Help You?

Lower Merion, PA is a township in Montgomery County, Pennsylvania and part of the Philadelphia Main Line. As of the 2016 U.S. Census, the township had a total population of 58,288. Lower Merion has the 5th highest per-capita income and the 12th highest median household income in the country.

The name Merion originates with the county of Merioneth in north Wales. Merioneth is an English-language transcription of the Welsh Meirionnydd.

Lower Merion is one of the major inner ring suburbs of Philadelphia, along with Upper Darby, Haverford, and Cheltenham.

Lower Merion Library SystemThe Lower Merion Library System (LMLS) is made up of six libraries that all began because members of their communities felt that a library was an essential community resource. Five of the libraries formed the Lower Merion Library Association in 1935, qualifying for access to funding from the Commonwealth of Pennsylvania.

Lower Merion Historical SocietyThe Lower Merion Historical Society is an organization dedicated to “Preserving Our Past For The Future.” This is accomplished by stewardship of local history, education of the community, preservation of historic resources and outreach to promote awareness of the cultural heritage of the Township of Lower Merion and the Borough of Narberth.