• Navigating Life's Financial Legacies with Katya Sverdlov

  • Aug 6 2024
  • Length: 20 mins
  • Podcast

Navigating Life's Financial Legacies with Katya Sverdlov

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  • Summary

  • Organizing Life's Daily Demands with Peter Gordon, Episode 54


    In this episode of "Organizing Life's Daily Demands," Peter Gordon speaks with Katya Sverdlov, the founding attorney at Sverdlov Law PLLC. After spending 12 years on Wall Street in investment banking and risk management, Katya shifted her career path post-financial crash to become an estate planning attorney, combining her financial expertise with a passion for helping people plan for incapacity and death, to preserve dignity, family harmony and assets.


    Tune in to the episode to hear about:

    * The crucial role of a power of attorney and healthcare proxy in managing your affairs and healthcare decisions, especially when incapacitated.

    * The potential complications and legal battles that can arise without these documents, as illustrated through real-life cases and court scenarios.

    * The importance of specifying your wishes in these legal documents to prevent family disputes and ensure your intentions are honored.

    * The transition from high-stakes finance to estate planning and how personal experiences with aging parents influenced Katya's career change.

    * Insights into advanced directives and guardianship, explaining the legal ramifications and the process involved when no prior planning has been done.


    Learn more about Katya Sverdlov:

    * LinkedIn Profile: https://www.linkedin.com/in/katya-sverdlov-cfa-esq-3aab406/

    * Youtube Channel: https://www.youtube.com/@sverdlovlaw2038/videos

    * Website: http://www.sverdlovlaw.com


    ***********************************


    Peter Gordon, Founder and President of New York Financial Organizers, is a Daily Money Manager. New York Financial Organizers helps people handle their bills, insurance claims, and all the other non-investment aspects of their finances.

    In each episode of Organizing Life's Daily Demands, Peter interviews people he trusts, values, and often works with, who have a general interest in geriatric services or anything that's applicable to organizing life's daily demands.


    Subscribe to the Organizing Life's Daily Demands podcast: https://podcasts.apple.com/us/podcast/organizing-lifes-daily-demands/id1634421990

    Connect with Peter on LinkedIn: https://www.linkedin.com/in/psgordon

    Learn more about New York Financial Organizers: https://nyfo.nyc
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