Baratta, Russell & Baratta (BRB) has grown significantly over the past 21 years and we are grateful for the trust our clients, referring lawyers and past clients who have referred new clients have shown in us. We believe that a [ Read More ]
Estate Plan
Why a Power of Attorney is a Very Dangerous Document & What You Can Do to Protect It
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 – Saving a Legacy
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 ]
Slaying the Tax Dragon – Annuities
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 ]
3 Concepts That You Need to Know When Setting Up an Estate Plan Trust
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 ]
What Does a Financial Planner Need to Know About Estate Planning?
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 ]
A Family Estate Plan – A Wonderful Resolution for the New Year!
Finally, you have decided to tackle one of the most important family matters – your Estate Plan. This blog will review the three basic estate planning documents: Advance Directive for Health Care Power of Attorney Will