Business Details
Trusted Estate Planning & Settlement Services in Nyack, NY
At Cane & Boniface, we prioritize helping clients create personalized estate plans that reflect their individual values while ensuring their loved ones are cared for. Our team collaborates with accountants, financial advisors, and other professionals to craft tailored solutions that minimize taxes and fees. With decades of combined experience, we guide clients through complex estate planning and settlement processes, emphasizing transparency and integrity. Our practice extends beyond legal formalities, incorporating charitable giving strategies and digital legacy planning to address modern challenges.Located in Nyack, New York, we serve clients across New York, New Jersey, Connecticut, and Florida, offering virtual consultations to accommodate diverse needs. We actively engage in community organizations like the Rockland Development Council and United Hospice, reflecting our commitment to local impact. Our attorneys bring specialized expertise in wills, trusts, probate, and asset protection, ensuring comprehensive support for every client's unique circumstances.
Services
Estate Planning
Probate Services
Trust Administration
Charitable Giving
Health Care Proxies
Power of Attorney
Asset Protection
Digital Legacy Planning
Pet Trusts
Estate Tax Reduction
Highlights and features
- We offer personalized estate plans tailored to individual family needs and financial goals.
- Our attorneys collaborate with your existing financial and healthcare professionals for cohesive planning.
- We provide virtual document signing and consultations to accommodate modern client needs.
- Our team has decades of combined experience in New York, New Jersey, and Connecticut probate laws.
- We actively engage in community organizations to better understand local estate planning challenges.
Services
Estate Planning
We create customized estate plans that protect assets, designate guardians for minors, and establish healthcare directives. Our attorneys help clients navigate wills, trusts, and tax strategies to ensure their wishes are honored. We specialize in digital legacy planning and pet trusts to address modern estate needs.
Probate Services
Our team guides executors through probate proceedings, handling asset distribution, debt resolution, and tax filings. We assist with both testate and intestate estates, ensuring compliance with New York, New Jersey, and Connecticut probate laws while minimizing family stress during difficult times.
Trust Administration
We establish revocable and irrevocable trusts to manage asset distribution, reduce estate taxes, and protect beneficiaries. Our services include special needs trusts, charitable remainder trusts, and qualified personal residence trusts to meet diverse client objectives.
Health Care Directives
We draft health care proxies, living wills, and HIPAA authorizations to ensure clients' medical wishes are followed. Our documents empower families to make informed decisions while complying with state-specific legal requirements for medical directives.
Charitable Giving
We develop strategies for tax-efficient charitable donations through donor-advised funds, charitable remainder trusts, and bequests. Our approach helps clients align their estate plans with their philanthropic values while maximizing tax benefits for their heirs.
People
Barbara H. Cane
Of Counsel
Barbara H. Cane brings decades of estate planning experience, focusing on complex asset protection strategies and charitable giving. She actively participates in the Rockland Development Council and mentors young attorneys in probate law.
Courtney E. Boniface
Attorney at Law
Courtney E. Boniface specializes in digital legacy planning and pet trusts, helping modern families protect unconventional assets. She serves on the Nyack Rotary and advises local nonprofits on estate-related matters.
Stephanie A. Zacharias
Attorney at Law
Stephanie A. Zacharias focuses on cross-border estate planning for clients in New York and New Jersey. She contributes to Baking Memories 4 Kids and provides pro bono services for hospice-related estate matters.
Questions
What documents should an 18-year-old have for emergency planning?
Young adults should establish a health care proxy, HIPAA authorization, and living will to ensure medical decisions can be made by trusted family members during emergencies.
Can I sign estate documents remotely?
Yes, we offer virtual notarization for New York residents using Zoom or Skype with proper identification and scanning capabilities.
Do you serve clients outside New York?
We assist out-of-state clients with estates in New York, New Jersey, and Connecticut, providing guidance on local probate laws and tax requirements.
How does charitable giving reduce estate taxes?
Charitable trusts and bequests create tax deductions that lower taxable estate value while supporting causes important to our clients.
What happens if someone dies without a will?
We guide families through intestate administration, distributing assets according to state laws while ensuring compliance with court requirements for estate closure.
