Leaving A Loving Legacy

Latest from Leaving A Loving Legacy

  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 tax plan regarding income taxes proposes a slew of changes, largely impacting the ultra-wealthy…
No one wants to think about what will happen to their child after they are gone. However, it is in the child’s best interest for the parent to designate a Guardian in the unlikely event that you will no longer be able to care for them. Guardians are assigned to children under the age of 18 who no longer have the parent make decisions on their behalf. Assigning a guardian may occur in certain cases…
A trust fund is an estate planning tool not only meant for the wealthy. A person, or grantor, sets up an account containing assets for a beneficiary. The grantor decides how the assets get distributed eventually. The Trustee manages the assets. Depending on the type of trust fund, the beneficiary will be able to access the funds according to the grantor’s provisions. For example, a beneficiary may receive access to half of their trust…
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 every step of the way. Keep in mind, the following steps are essential for most of the estates. But depending 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 best to you and your family from the team at Sverdlov Law! P.S. In case you are looking…
Do you, your parents or your loved ones have not been going out much lately? It is time to start preparing for the spring! And get yourself in shape! What better holiday gift than the gift of movement? OnTheMend Senior Fitness is offering a discount for all clients of Sverdlov Law PLLC All classes are held over Zoom, are age-appropriate and fun! Call them today to give the gift of fitness! Contact: Lisa Snow lisa@onthemendfitness.com…
  Do you, your parents or your loved ones have not been going out much lately? It is time to start preparing for the spring! And get yourself in shape!   What better holiday gift than the gift of movement? OnTheMend Senior Fitness is offering a discount for all clients of Sverdlov Law PLLC All classes are held over Zoom, are age-appropriate and fun! Call them today to give the gift of fitness!   Contact:…
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 or $288 for the year. Maximum benefits increase: As a result of the COLA, the maximum monthly benefit a single recipient…