Home health nurse checking elderly woman's heart with a stethoscope.

Can you Trust a Medicaid Pooled Income Trust to Preserve Your Money and Pay Your Bills?

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Medicaid pooled trusts are strictly regulated by federal and state law and are managed by trustees familiar with these regulations. However, not all trustees are alike. So, take time to vet the pooled trusts you are considering, to develop the right comfort level. Learn more… https://ktstrust.org/medicaid-home-care-benefits-with-a-pooled-trust-you-can-trust/  
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Estate Planning: The Implications of the New Biden Presidency

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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

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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

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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
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Happy New Year!

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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…
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Why does anyone need a Pooled Income Trust?

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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…
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Social Security changes coming in 2020

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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…