How Do You Spell Will? T.E.A.M.

When it comes to estate planning, “it’s not just about valuables, but about values; not just about principal, but about principles.” [Dr. Barry Baines, “Ethical Wills, Putting Your Values on Paper”]  Transferring values and ideals, in addition to your monetary wealth, is an important part of leaving a legacy.  In other words, what your children and grandchildren inherit should be more than just real estate, the family business, or stocks and bonds, but the value of hard work, respect for family traditions and recognition of one’s heritage.

Creating an estate plan that serves your unique needs and reflects your beliefs and values requires a group of skilled advisors from a variety of disciplines.  Sound estate planning is built upon a multidisciplinary approach among a group of professionals that work together as a team, with clear communication, established roles and a desire to work together cooperatively and collaboratively.

Our professionals are well versed in working with accountants, financial advisors and bankers to provide each client the optimal planning experience.  We pride ourselves in our holistic approach in planning for each client’s goals and circumstances to reflect individual values, principles and objectives.  We appreciate the accounting, investment and banking professionals with whom we have had the privilege to work and look forward to expanding and building those relationships.

L to R: Andrew Bradley, paralegal, Yasmeen Khaleel, Esq., Renee Vidal, Esq., Kay Sowa, EA, AEP, CTFA
Share

Tags:

About the Author

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.

Post a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Top