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.

Speaking Engagements, News and Articles on Estate Planning and Estate Settlement

If you would like us to speak on any estate planning or estate settlement issues that are of interest to your organization or group, please contact us for further information.

Upcoming Events:
For more information about upcoming events, please call or email our office.

On April 29, 2010, Courtney E. Boniface will participate in a panel discussion on 2010 Trends in Philanthropy at the Rockland Development Council’s annual general membership meeting, hosted by Good Samaritan Hospital in Suffern, NY.
May 26, 2010, Barbara H. Cane will speak on "Non-traditional Families: Estate Planning Obstacles and Charitable Solutions" at the PPGGNY Planned Giving Day in New York City.
May 27, 2010, Barbara H. Cane will participate in a panel discussion "Charitable Giving in Uncertain Times" at the UJA-Federation 20th Annual Westchester Estate, Tax and Financial Planning Seminar.

Past Events:

Barbara H. Cane presented "Estate Planning on A Roller Coaster" at THIRTEEN.
Courtney E. Boniface discussed Special-Needs Trusts at the Special Education PTA of Pearl River, and the importance of having your affairs in order to protect your family.
Estate Planning for Same-Sex and Unmarried Couples was presented by Barbara H. Cane at the Nyack Library.
What You Need to Know About Estate Planning The session covered:
- What is the difference between a will and a trust?
- Why you need more than just a will or a trust
- The importance of health care documents and powers of attorney
Cane & Boniface, PC presented Getting Your House in Order at the Tappan Zee Manor:
- Will your loved ones be able to speak to your doctors if you are ill?
- What documents do you need to make sure you are cared for?
- Have you prepared for your future and the future of your loved ones?
Estate Planning for Grandparents raising their Grandchildren was presented at VCS Inc. and included the following topics:
- Will your family lose your hard-earned assets to estate taxes?

How to provide for your children and grandchildren – different needs for different generations
Caring for the Caregiver – what documents you need to make sure that you are cared for

What You Need to Know About Estate Planning was presented to VCS’s Foster Grandparents
Estate Planning for Young Families was the topic of the event at the Rockland Jewish Community Center.
- What is different once you’re married?
- What is different once you have kids?
- Single parenting
- Planning for education
- Planning for children with special needs
- Planning for long-term financial growth and security
Top 10 Estate Planning Mistakes and How to Avoid Them was presented at the Nanuet II Senior Club, at the Pascack Community Center.

Credit Cards, Checking Accounts, and College…Oh My! was presented at HSBC Bank in Nyack. It covered helping parents and their high school students plan for a successful financial future.

Awards & Recognition:

Barbara Cane named Outstanding Volunteer and was honored for her work with local and national charities at the 3rd Annual Rockland Development Council Philanthropy Day Awards for 2006.

Courtney E. Boniface was recognized as one of Rockland County’s Forty Under 40, an award given by the Journal News and the Rockland Economic Development Corporation.

Courtney E. Boniface graduated from Leadership Rockland in 2004.

Estate planning and estate settlement articles written by our lawyers at Cane & Boniface, PC
(These articles are presented for your general information. Please be advised that you should consult your attorney or financial consultant about your specific situation.)

"Orphan" Assets: Finding a Good Home for Yours in 2008
Many people have never made a will, but they are aware of their inaction, even if they don't fully appreciate its consequences. But assets like an IRA, 401k, 403b, Keogh, SEP, company pension, group and individual life insurance policies, annuities, employee death benefits, are assets easily overlooked. They are very easy to set up; often they grow slowly, and they are easily lost in the shuffle when you change jobs or the investment house where they "live" changes. But their casual and elusive nature is deceptive.

Financial Planning, September 2007
The Uncertainty Principle: How do you advise your clients on estate planning when the rules are constantly changing?

Financial Planning, August 2007
The SWOK Legacy: Singles without kids (SWOKs) have a greater need to leave some trace of their existences behind.

Life Insurance: It Could Cost – or Save – Your Family Thousands
Like many clients who come into my office, John and Sally Smith* were shocked to hear that their estate would likely face significant estate taxes without careful planning. Even more shocking to them was the fact that their life insurance was considered part of their taxable estate. “But I thought life insurance was tax free!” John exclaimed. (read more)

What is a revocable living trust? - PDF 34k
A revocable living trust is a legal entity which can own and manage your property. Because the trust is a separate legal entity, not flesh and blood, it keeps working even if you become incompetent or die. It can do everything a will can do, and more! (read more)

The Seven Deadly "Sins" of Estate Planning---and How to Avoid Them!_- PDF 26k
Like the theological list of deadly sins (pride, anger, envy, greed, gluttony, sloth, and lust on most lists…in case you need a refresher!), the "sins" of estate planning are mistakes that lead to "deadly" consequences if not vigorously uprooted. This is my list of estate planning "sins". (read more)

Living Wills - PDF 20k
Living wills and health care proxies: "Advance medical directives" for making medical decisions in New York State. Among the questions addressed are:

What is a living will?
What is a health care proxy?
Do I need both a Living Will and a Health Care Proxy?
How do I create these documents?
Will my wishes be honored in other states?
How will people know my wishes?
What is the US Living Will Registry?
(read more)

What is a generation skipping trust? - PDF 32k
It is a trust that one generation sets up for the ultimate benefit of beneficiaries two or more generations below them. For example, grandparents may establish trusts which may make distributions to their children, but ownership and control goes to the grandchildren, the "skip" generation. (read more)

Comparison of legal rights of married vs. unmarried couples in New York State - PDF 11k
Marital status (or lack of it) determines many rights and obligations. Some differences can be compensated for by effective estate planning. (read more)

Basic estate questions: Will probate be required? Do I have to file a tax return? - PDF 20k
Reviewing the assets of the decedent (the person who died) with this chart in mind will help you determine preliminary answers to the most commonly asked questions about dealing with an estate. Your specific case should get legal review. (read more)

Estate planning for the terminally ill: Talking about the unspeakable - PDF 13k
The world changes in a day: Sam Miller, newly retired, learns that lung cancer is the cause of his back pain; Valerie Russo’s mammogram reveals advanced breast cancer; the Montgomerys are told that Jack’s recent confusion is the product of Alzheimer’s disease. (read more)

Philanthopist on a budget: Working with what you have to give - PDF 14k
Wealth means greater capacity to give, but there are many ways to give, even for those of us who are not wealthy. (read more)

The perfect gift - PDF 12k
Emily and her mom were sitting in the kitchen wrapping gifts for the holidays. ... Then the perfect gift came to mind. "Mom, you know what would be a great gift? Why don’t you and Dad open up 529 plans for the kids." (read more)

Make a difference - A dozen ways to give - PDF 25k

Leave a legacy - PDF 8k
it is part of the government’s policy to encourage charitable giving, but certain guidelines do have to be followed. And it isn’t for everybody. You need to have serious charitable motivation, because once the assets are in the trust, you can’t take them out again, nor can you pass them on to your kids. (read more)

Memorial requests - PDF 10k
Each of us can help those who will mourn us by accepting our own mortality and guiding our loved ones through the practical and spiritual steps to accept it. (read more)

Speaking Engagements, News and Articles on Estate Planning and Estate Settlement

Upcoming Events: For more information about upcoming events, please call or email our office.

Past Events:

Estate planning and estate settlement articles written by our lawyers at Cane & Boniface, PC (These articles are presented for your general information. Please be advised that you should consult your attorney or financial consultant about your specific situation.)

Upcoming Events:
For more information about upcoming events, please call or email our office.

Estate planning and estate settlement articles written by our lawyers at Cane & Boniface, PC
(These articles are presented for your general information. Please be advised that you should consult your attorney or financial consultant about your specific situation.)