Cane & Boniface P.C.

Estate Planning Tips You Need Today

Courtney Boniface — Fri, 24 Sep 2021 17:18:14 +0000

Estate Planning, Health Care Directives, Fraud – Summer 2021 We hope you are enjoying the summer thus far, enjoying some normalcy (but still being careful), and embracing the positive things which came out of the last year and a half. In our office, we were thrilled to celebrate some special graduations this June ~ Courtney’s …

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Using Your IRA for Charitable Giving

Courtney Boniface — Tue, 09 Mar 2021 23:15:15 +0000

Directing IRA funds to charity is a wonderful idea because charities pay no income tax! Every IRA dollar that goes to you or another individual is immediately reduced by income tax, but a charity will take the full amount of the payout. There are rules to follow (and review with your advisors) but here is …

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Cane & Boniface Holiday News & Estate Planning Updates

Courtney Boniface — Wed, 23 Dec 2020 02:37:06 +0000

It’s December 2020. This holiday season will be very different for all of us, and especially difficult for those who have lost loved ones or will not be able to spend time with friends and family. As we head towards the end of the year and hope for more stable times, here are some ideas …

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Estate Planning for Fluffy and Fido

Courtney Boniface — Fri, 18 Dec 2020 22:02:49 +0000

For many people, their pets are like family members, but all too often are forgotten when it comes to estate planning. Clients spend a lot of time thinking about who to leave their assets to, but don’t pay much attention to what will happen if they outlive their pets or become too ill to care …

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Charitable Giving: 12 Ways to Make a Difference

Courtney Boniface — Fri, 18 Dec 2020 21:47:03 +0000

Anne Frank once said, “No one has ever become poor by giving.” Everybody’s circumstances are different, but nearly everyone can afford to give something. Here are some ways to help charities now and into the future that may work for you. Remember, you don’t have to be wealthy to leave a legacy. Write a check …

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Estate Planning During COVID-19

Courtney Boniface — Fri, 18 Dec 2020 21:30:19 +0000

It’s Summer 2020. We hope you and your loved ones are keeping well through this difficult time, physically and emotionally. We know some of you have been directly affected by the virus and all of us at Cane & Boniface are keeping you in our thoughts and prayers. Although we are not all physically in …

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18 Myths of Estate Planning

Courtney Boniface — Fri, 18 Dec 2020 21:20:18 +0000

Estate Planning: What you don’t know will cost your family 1. I am not going to die. Denial – plain and simple! We may not know when, where or how, but the fact remains that one day we are all going to die. While we don’t have control over this fact, we can control how …

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Revocable Living Trusts: What you should know

Courtney Boniface — Fri, 18 Dec 2020 00:46:00 +0000

What is a revocable living trust? A revocable living trust is a legal entity that can own and manage your property. Because the trust is a separate legal entity, not flesh and blood, it keeps working when you die, or if you become incapacitated during your lifetime. It can do everything a will can do, …

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