Kay Sowa

Kay Sowa

Kay Sowa is a paralegal in the Trusts and Estates Group at Capehart & Scatchard, P.A. She is an IRS Enrolled Agent, an Accredited Estate Planner®, and a Certified Trust and Financial Advisor. She oversees the trust and estate administration practice for the firm. She is an accomplished author and lecturer who has frequently spoken on behalf of a number of organizations including the National Business Institute and the Institute of Paralegal Education.

Author's Website

Is Santa Looking Over Your Shoulder?

TIS the holiday shopping season and you are surfing the internet for the perfect gifts.  You have a few minutes while waiting somewhere so you take advantage of free wi-fi.  You found the perfect gift on a website you haven’t visited before and set up an account.  But WAIT, are you going to get more […]

Share

Read More →

Read More →

PHISHING or Fishing?

The IRS has experienced more and more potential harm being caused to taxpayers by the sophisticated individuals who have nothing better to do than find ways to scam people.  The following is information published by the IRS to help individuals become more aware of potential threats: The IRS reminds people to be on the lookout […]

Share

Read More →

Read More →

Have You Had The “Talk” With Your Family Members?

If you are a parent, you may be thinking of the “talk” you had with your children when they were pre-teens, but, that is not what I am referring to. This “talk” is with your family members about your “later in life” thoughts. Do your family members know your preferences about critical life support?  Funeral details?  […]

Share

Read More →

Read More →

Understanding the Valuation of Personal Effects

Tangible Personal Assets: What are they worth? This could spark an intense debate. Whether you are looking to value tangible personal assets – collections, cars, jewelry, art – for estate planning purposes or for estate administration purposes, it is important to have the valuation completed by qualified persons. Beauty can be in the eye of […]

Share

Read More →

Read More →

Top