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.

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The Problem Heir

Let’s face it – there is always a family member who causes concern, disappointments or heartache.  Embarrassing, isn’t it?  But you are getting ready to do your estate planning or thought you had it done until something comes up that causes you to think about the situation. So, what do you do?  How do you […]

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Getting an Income Tax Refund

If you haven’t already completed and filed your income taxes, you are getting items together to do so.  You anticipate a refund, so why not get your taxes done and get the refund?  Even though the IRS issues most refunds in less than 21 days, it’s possible a taxpayer’s refund may take longer. Several factors […]

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Receive Your Federal Tax Refund Faster

The tax season is officially upon us and if you anticipate receiving a refund, you want to get that refund as quickly as possible.  The best way to receive your refund is to have it directly deposited into your checking or savings account. It is simple, safe and secure and can be deposited into as […]

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Is Wifi Your Friend? Wi Not?

There cannot be enough said these days about protecting yourself and your electronics.  We have conditioned ourselves to the need to have access every minute, it seems.  But, do we really stop and think about safety and security when we are using free public WiFi?  Should we? We should be very concerned when using free […]

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The SECURE Act

Congress recently passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act which affects our nation’s retirement system significantly.  It is hoped to help Americans save more by making it easier for individuals to fund their retirement with their own savings. There is concern that with Americans living longer, a significant portion of Americans […]

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Protecting Important Documents

You are getting organized and one of the areas you think about is protecting your important documents and where you should keep them.  Let’s take a look at some possibilities.  If you have completed your estate planning, the attorney with whom you worked may offer to keep your documents safeguarded for you.  They may have […]

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Starting The New Year Off In A Positive Way

We are into the new year and have possibly made resolutions to improve certain aspects of our lives in one way or another.  One of the most common areas is with regard to finances.  So, if you are one of those resolution makers, let’s look at some things to consider: First of all, take a […]

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Why Do I Have To Pay Taxes?

HAPPY NEW YEAR! Thoughts of a new year also bring thoughts of taxes.  So much for the festive holidays when we begin to think about taxes.  So, why do we have to pay taxes?  Some may claim taxes are illegal.  False and misleading statements and advice may be heard.  However, if you look at the […]

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Medical Equipment Scams

There have been so many fraudulent claims to Medicare for durable medical equipment (DME) — wheelchairs, walkers, braces and other devices prescribed by doctors to help patients deal with an injury or chronic illness at home that have been in excess of $6 BILLION, yes Billion, a YEAR! Yikes. This is yet another way older […]

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Fiduciary Compensation

In past BLOGS, we have been focusing on estate planning.  You have made some big decisions or have at least started to think about your planning.  As you have been thinking, the thought may have crossed your mind about your fiduciary receiving compensation for their efforts.  Well, think no more about it.  In New Jersey […]

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