Nyack NY attorneys Cane & Boniface, a successor firm to Law Office of Barbara H. Cane

CANE & BONIFACE, PC
a successor firm to the Law Offices of Barbara H. Cane
Barbara H. Cane and Courtney E. Boniface, Attorneys at Law

845·727·4000 • NYC 212·864·6401 • fax 845·727·4023
50 Piermont Avenue, Suite 1A, Nyack, New York 10960 • info@canelaw.net
Estate planning & estate settlement attorneys for clients in Rockland County, Westchester County, Bergen County, Orange County and Putnam County, New York City and Fairfield County.

Estate planning and estate settlement: Getting Started

Cane & Boniface, PC is devoted exclusively to estate planning and estate settlement services. Most of our clients are in Rockland, Westchester, Orange and Putnam counties or New York City. Cane & Boniface, PC 's office is in Nyack, NY, fifteen miles north of New York City. In NYC, we consult in your home, your office, at your advisor's office, the Association of the Bar of the City of New York, or any other convenient, quiet location.

Estate Planning: Getting Started

The goal of our first meeting is to determine your estate planning needs and goals. Considerations include:

wills
revocable trusts
special-needs trusts
health care proxies
powers of attorney
living wills
HIPAA authorizations

beneficiary designations
planning for minors or guardians
strategies to reduce taxes
life insurance trusts
charitable trusts and bequests

This meeting will be more productive if we know something about you in advance, so we ask you to complete a confidential questionnaire before our meeting to provide us with the basic information needed to determine your estate planning needs.

To print a confidential estate planning questionnaire, click on your marital status below:

Married - PDF 125k

Single - PDF 118k

Living together - not married - PDF 121k

Same-sex couple - PDF 126k

Please call our office to schedule a convenient time to meet with either Barbara H. Cane or Courtney E. Boniface, our estate planning attorneys. We will follow up our first meeting with:

a written summary of your estate planning issues
our recommendations of how to meet your goals
a quote of the fee to carry out the plan.

The fee for the background analysis, initial meeting, and written proposal is $350.

Estate Settlement: Getting Started

The goal of our first meeting is to determine the facts of the estate settlement case:

Who died?
What steps need to be taken immediately?
Did he or she leave a will or trust stating who should benefit from the assets?
What assets did the decedent own?
How were the assets titled and how do they flow?
Will there have to be a probate proceeding?
Will administration be necessary?
Do taxes have to be paid - New York State estate tax, federal estate tax?
Is controversy likely?
What steps need to be taken to protect the assets?

Please call the office to make an appointment with either Barbara H. Cane or Courtney E. Boniface, our estate settlement attorneys. It is helpful if you bring basic information with you:

death certificate
the will, if there is one (but do not remove the staples!)
information about assets
information about the family.

For an estate assets worksheet, click here.

The fee for the initial consultation and recommendations is $350.