Business / Estate Planning

Pennsylvania small business owners and their employees are particularly suffering right now.  Although Governor Wolf has ordered most businesses to close physical locations, as well as issuing “Stay at Home Orders” for Philadelphia and its surrounding counties, no provision has [ Read More ]

Pennsylvania small business owners and their employees are particularly suffering right now.  Although Governor Wolf has ordered most businesses to close physical locations, as well as issuing “Stay at Home Orders” for Philadelphia and its surrounding counties, no provision has [ Read More ]

Baratta, Russell & Baratta, (“BRB”) would like to thank our clients, friends and family for the many referrals made to us over the past 22 years.  We are continually and eternally grateful for the trust you show us by doing [ Read More ]

The most dangerous document an attorney can draft for a client is a Power of Attorney (POA).  The POA allows another person – an “Agent” (typically a child, sibling, or trusted friend) – to perform financial transactions for another person [ Read More ]

Medicaid Planning is, in part, an effort to preserve a financial legacy for children despite the fact that a parent is about to experience the potential devastating financial costs of growing old. The average cost of a nursing home in [ Read More ]

By Courtney Zeuner & Ken Russell Tax expertise.  It is one of the most important areas that our clients rely upon us, especially as it relates to the Pennsylvania Inheritance Tax and the Federal Estate Tax.  We, of course, provide [ Read More ]

Trusts are one of the cornerstones of Estate Planning.  Trusts are a very flexible concept with multiple uses which are developed and tailored to each family and their respective needs. Here are 3 concepts that will help you to determine [ Read More ]

In our practice, we talk and work with numerous financial advisors.  When an advisor speaks with us, he or she generally knows about estate planning – it’s just the nature of the business.  What are some of the estate planning [ Read More ]

I am called upon frequently to assist my clients with overseeing a parent’s finances as the parent grows older. In some instances, it is the parent’s unwillingness to handle their own finances, or in other cases it is due to [ Read More ]