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 Fiduciary 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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Funeral Service Shopping: Planning Tips Part 3 of 7

This is Part 3 of my series on Funerals, a subject we don’t like or want to think about.  But, a very important one. PART 3 – FUNERAL RELATED FEES Funeral costs include basic services fee for the funeral director and staff, charges for other services and merchandise, and cash advances. Funeral Fees The Funeral […]

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Updating Your Estate Planning

We are taking a break this week from our blogs about funeral planning to share some important news about estate planning document executions in the midst of our current COVID-19 situation.  The series on funerals will resume next week.       Has the pandemic and its effects in the recent months caused you to think about your […]

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Returning Stimulus Checks Issued To Ineligible Or Deceased Individuals

The IRS has issued instructions for the return of stimulus checks sent to individuals who are ineligible or deceased.  The following is a reprint from the IRS website instructing how the checks should be handled: If the payment was a paper check:  Write “VOID” in the endorsement section on the back of the check.  Mail […]

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Funeral Service Shopping: Planning Tips Part 2 of 7

This is Part 2 of my series on Funerals, a subject we don’t like or want to think about.  But, a very important one. PART 2 – The FTC Funeral Rule The Funeral Rule, enforced by the Federal Trade Commission (FTC), makes it possible for you to choose only those goods and services you want […]

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Funeral Service Shopping: Planning Tips Part 1 of 7

With what the world has been experiencing in the past several months, many people were not prepared for the loss of loved ones.  It is a traumatic time and one that we would rather not think about.  However, it is a fact of life that most of us will at some point in our lives […]

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Did You Know That Your Phone Can Be Hijacked?

Yep, your cell phone can easily be hijacked – taken over by criminals.  And, this isn’t just phone calls, but EVERYTHING on your phone – emails, bank information, photos, etc., Everything is vulnerable.  So, what do you have on your phone?  Anything that is sensitive?  With information available online, it is not difficult to get […]

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IRS SERVICES ALERT

We learned today that the only services available with the IRS are electronic services.  The processing of paper income tax returns and telephone assistance have been suspended due to COVID-19. 

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THE ‘CARES’ LAW – How Does It Help You?

The “CARES” Act (Coronavirus Aid, Relief, and Economic Security Act) was signed into law on March 27, 2020.  While the 880-page law covers many different areas, we will look at only the section dealing with retirement plan required minimum distributions.  With the SECURE Act, the beginning age for RMDs (required minimum distributions) was raised to […]

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Spring Cleaning

With all of us sheltering in place, we are probably doing some long overdue cleaning and going through things that we have accumulated.  Among the accumulation, we probably have seen financial records we forgot we had.  So, what do you keep?  What do you shred?  (And please, don’t just rip into a couple of pieces […]

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FTC Coronavirus Scams Alert

The COVID-19 pandemic has opened yet another door to scammers.  Thus, we want to share an article with you written by Jennifer Leach, Associate Director, Division of Consumer and Business Education, FTC, on various scams to be on alert for regarding Coronavirus stimulus checks. Checks from the Government As the Coronavirus takes a growing toll […]

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