Law Office of Barbara H. Cane sign outside office

Law Offices of Barbara H. Cane
Suite One · 50 Piermont Avenue · Nyack · New York 10960

845·727·4000

fax 845·727·4023

NYC 212·864·6401

Barbara H. Cane & Courtney E. Boniface, Attorneys at Law

Estate planning and estate settlement attorneys for clients in Rockland County, Westchester County, Bergen County, Orange County and Putnam County, New York City and Fairfield County.

Legal and Financial Issues Concerning the Gay and Lesbian Community

Will your loved ones be left out?:
A comprehensive look at the financial and legal challenges faced by the GLBT Community.

Financial Topics

401(k)'s v. IRA's: The critical differences that affect our community
Help ensure that your assets will pass to the people you choose
Minimizing Federal, estate and inheritance taxes
Striving to prevent court challenges with your assets
The importance of working with an Advisory Team who understands
the needs of our community

Speakers:

Kyle D. Young
Financial Advisor
Wachovia Securities

Steven W. Schmitt, CFP®
Associate Vice President -
Investment Officer
Wachovia Securities

Estate Planning

New York's default estate plan - why you must plan ahead
Revocable Living Trusts vs. Wills - which document is right for you and your family
Health Care Decisions - who will make health related decisions for you if you can't
Beneficiary Designations - why you must pay attention to designations for IRA's, life insurance, etc.

Speaker:

Ron L. Meyers, Esq.
Law Offices of Barbara H. Cane

There will be special case studies that focus on the challenges we face and the opportunities we can take advantage of, given the differences between a partnership and a marriage in the eyes of the Federal government.

Securities and Insurance Products:

Not insured by FDIC or any Federal Government Agency

May Lose Value

Not a deposit of or guaranteed by a bank or any bank affiliate

Wachovia Securities does not provide tax or legal advice. Please consult your own tax and legal advisors before taking any action that may have tax or legal implications. Unless otherwise stated, the guest speakers at this seminar are not employed by or affiliated with Wachovia Securities. Some of the views expressed herein may be those fo the guest speaker and may not necessarily reflect the views of Wachovia Securities or its affiliates.

Wachovia Securities, LLC, Member NYSE & SIPC, is a registered broker-dealer and a separate nonbank affiliate of Wachovia Corporation. ©2oo7 Wachovia Securities, LLC 86498 11/07

Please contact us if you would like this seminar or a similar one presented to your group.

If you would like to discuss any of the issues presented in this seminar, please contact Barbara Cane, Courtney Boniface or Ron Meyers.

We'll be happy to discuss your unique situation.

Legal and Financial Issues Concerning the Gay and Lesbian Community

Will your loved ones be left out?: A comprehensive look at the financial and legal challenges faced by the GLBT Community.

Will your loved ones be left out?:
A comprehensive look at the financial and legal challenges faced by the GLBT Community.