stylized illustration symbolizing financial success, achievement, and wealth.

Estate Planning: The Implications of the New Biden Presidency

Posted on
In the lead up to the Georgia Senate runoff elections, a question on everyone's mind was how the estate and income tax legislation would be affected if the Democrats won a majority. Now that senators Jon Ossoff and Raphael Warnock have been cemented into their positions, change is sure to come. Exactly how much change is still uncertain. The Biden...
Estate Planning: The Implications of the New Biden Presidency Continue reading…
close-up of a casket adorned with a large floral arrangement, often seen during a funeral or graveside service.

Seven Immediate Actions to Take When Your Loved One Passes Away: How to close accounts, notify key authorities, access death benefits, and begin the administration process

Posted on
Introduction. This will be a painful time for you and your family. While grieving, you still have the responsibility of handling all the final financial affairs of your loved one. You might face bureaucracy, multiple court forms, and other family members who are grieving or might be angry. We can guide you through this...
Seven Immediate Actions to Take When Your Loved One Passes Away: How to close accounts, notify key authorities, access death benefits, and begin the administration process Continue reading…
Katya Sverdlov, Esq.

New video has been posted about a Power of Attorney

Posted on
Please take a look at my new YouTube channel where the first video is about a need for a Power of Attorney https://www.youtube.com/watch?v=nX0wvTCi0kU&feature=youtu.be Link to Youtube: Video about a Power of Attorney
vibrant photograph of a sunset over the ocean as viewed from a beach.

Happy New Year!

Posted on
Dear Colleagues, Clients, Friends, and Family 2020 has been a rough year. We have all been in some way confronted with sickness and despair.  But this year also reminded us to treasure the people in our lives, to find joy in special moments and to appreciate nature. May your 2021 be filled with wonder and gratitude and health. All the...
Happy New Year! Continue reading…
dramatic landscape photograph capturing a sunrise or sunset from a high altitude, likely from a mountain peak.

Why does anyone need a Pooled Income Trust?

Posted on
Pooled Income Trusts can be used for many different situations, including individuals with mental health illnesses, special needs, and seniors who need Medicaid services. Read this article from NAMI with a thorough and straightforward explanation of a Pooled Income Trust. Set up an appointment with Sverdlov Law PLLC to discuss whether a Pooled Income Trust is right...
Why does anyone need a Pooled Income Trust? Continue reading…
close-up, stylized, and blue-tinted photo of the word "SOCIAL" printed on a document.

Social Security changes coming in 2020

Posted on
Stay informed about the Social Security changes. Monthly benefits increase: Social Security recipients will get a 1.6 percent cost-of-living adjustment (COLA) in their monthly benefits starting in January. The average individual retired Social Security beneficiary is expected to see a monthly benefit jump from $1,479 to $1,503, an increase of roughly $24 per month...
Social Security changes coming in 2020 Continue reading…
captures a warm and genuine interaction between two women, likely representing elderly care, companionship, or a positive medical consultation.

What is a healthcare proxy?

Posted on
Multiple problems frequently arise when an adult loses capacity.  Do you remember Terri Schiavo and the 7-year court battle that her family had to endure to determine the proper course of her medical treatment? Much to the surprise of close relatives, unless certain documents are signed ahead of time, the relatives are not entitled...
What is a healthcare proxy? Continue reading…