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 ]
Estate Planning & Administration
2019 – Year in Review
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 ]
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 ]
2018 Year in Review
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 ]
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 ]
Nursing Home Arbitration and our Seniors, a Dangerous Mix
Forced Arbitration of elder abuse in nursing homes was recently dealt a necessary blow. On September 28, 2016 a federal agency that controls Medicare and Medicaid dollars took action to prevent nursing homes from forcing claims of personal injury, elder [ Read More ]