Baratta, Russell, & Baratta (“BRB”) would like to thank our clients, friends, and family for the many referrals made to us over the past 23 years. We are continually and eternally grateful for your trust. A referral from a client, [ Read More ]
Ken’s Posts on Estate Planning
2020 Year In Review – Estate Planning & Administration
Ken Russell Quoted In Barron’s Article: “Power-of-Attorney Abuse Can Drain Your Retirement Savings. Choose One Wisely.”
Baratta, Russell, and Baratta’s Ken Russell, Esq., was quoted in Barron’s November 15, 2020 Retirement Feature, “Power-of-Attorney Abuse Can Drain Your Retirement Savings. Choose One Wisely.” Durable power of attorney is one of the most important and useful documents you [ Read More ]
Small Business Resources during the Coronavirus Pandemic
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 ]
Medicaid 101-Medical Requirements to Qualify for Medicaid
When a senior applies to Medicaid for long-term care, they must submit a health assessment, known as the Pre-Admission Screening and Resident Review (PASRR). The health assessment determines a person’s necessary level of care, and plays an important role when [ Read More ]
Medicaid 101 – Medicaid Pre-Planning: Protecting a Loved One Before They Need a Nursing Home
In medicine, the saying goes, “an ounce of prevention is worth a pound of cure.” The same holds true for Medicaid Pre-Planning in order to protect your or a loved one’s assets from the devastating costs of nursing home care. [ Read More ]
Medicaid 101 – An Introduction to a New Blog Series
Medicaid 101 is a series of blogs that Baratta, Russell & Baratta has written to provide you with information on one of the most difficult problems facing the elderly today– Medicaid and Long-Term Care expenses (LTC). In this 1st blog, [ Read More ]
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 ]
