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Weinstein & Randisi - estate planning

Phone: 
585-310-1578

Toll free: 
800-768-1780

Phone: 
585-310-1578

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Moving to a new state could have inheritance tax implications

On behalf of Weinstein & Randisi | Nov 28, 2014 | Estate Planning

Every New York resident knows that different states have different estate tax laws. In fact, some states offer more favorable incentives than others to retiring seniors. For example, the “Sunshine State” is one state that does not have any estate taxes,...

What steps can I take to make creating my New York will easier?

On behalf of Weinstein & Randisi | Nov 26, 2014 | Wills

The formation of a will is perhaps the single best thing you can do to protect your assets prior to your death. Currently, New York State recognizes a person who dies without having formed a will as “intestate.” If you are deemed intestate after your...

Estate administration in New York doesn’t have to be difficult

On behalf of Weinstein & Randisi | Nov 20, 2014 | Estate Administration & Probate

When you are the executor of a will and it requires you to administer the estate of a loved one who has passed away, the responsibility can be overwhelming. It is daunting to say the least and a job in and of itself. It means that you must have an intimate knowledge...

Long-term care planning and New York state law

On behalf of Weinstein & Randisi | Nov 18, 2014 | Long-Term Care Planning

Despite our best attempts to remain young forever, even the most resilient of us must eventually face the prospect of growing older. Entering an advanced age brings about a unique set of challenges that must be addressed. For example, thoughtful long-term care...

What is a fiduciary in New York?

On behalf of Weinstein & Randisi | Nov 17, 2014 | Trustees, Executors & Fiduciaries

When doing estate planning in New York, you may come across a number of terms and definitions for things that you do not fully understand. This is normal, as most people have no experience with estate planning when they start, and it is to be expected. However, it is...

Estate planning: Business succession in New York

On behalf of Weinstein & Randisi | Nov 14, 2014 | Estate Planning

While proper estate planning can help all New York residents trying to get their affairs in order, those who own their own businesses can face a particular set of challenges requiring special planning. Many times, it is those who start out as employees at larger...

What do childless couples need to know about estate planning?

On behalf of Weinstein & Randisi | Nov 12, 2014 | Estate Planning

The two most important things that New York couples without children need to decide in their estate plan are: (1) what will happen to their property after they die; and, (2) who they want to manage their financial affairs and medical affairs in the event that both...

What are the different types of trusts?

On behalf of Weinstein & Randisi | Nov 5, 2014 | Trusts

When it comes to estate planning, whether in Rochester or other areas of New York, the legal jargon can cause confusion. For example, when people hear the term legal trust, it sounds simple, but when they learn that there are many different types of legal trusts, they...

Getting your will in place brings peace of mind

On behalf of Weinstein & Randisi | Nov 4, 2014 | Wills

Getting a will in place that you have thoroughly thought about can give you peace of mind that will allow you to enjoy your remaining years without fretting over what may happen if you pass without your final wishes being met. Even young people need to be thinking...

Important facts regarding probate litigation in New York State

On behalf of Weinstein & Randisi | Nov 3, 2014 | Probate Litigation

When a person dies in New York State the Surrogate’s Court becomes the venue which will decide on the proper supervision of the decedent’s assets and property. Typically, this process will begin by establishing the validity of the decedent’s will....

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Recent Posts

  • How New York’s Medicaid recovery program affects your estate
  • When parents pass away without an estate plan
  • The many responsibilities as guardian of an elderly parent
  • What estate tax filings are the responsibility of the executor?
  • Will the New York courts uphold a no-contest clause in your will?

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I wanted to write to say how pleased my wife and I were at your professional handling of our estate planning and preparation of new wills. We were put at ease by your visit to our home for an interview and were pleased that you listened to us and captured the things that we felt were important.

–Robert and Christine Simonson, Fairport

In order to finalize the documents we came to your office and were greeted in a very professional manner and we could not have asked for finer service. We left with copies of everything we needed and feel very confident our needs have been met. Thanks again. We will surely recommend you should the opportunity arise.

— Christine and Robert Simonson, Fairport

I have been working with Weinstein & Randisi for about two years now. Elizabeth Randisi, through a very thorough process, has helped my wife and me determine what is really important in our lives. Thus, we were able to draft a living will that reflected our most important values regarding our estate.

–David and Ajia Cherry, Fairport

I would like to give a testimony for Elizabeth Randisi, an estate attorney with Weinstein & Randisi. Her knowledge of wills and estate planning was clearly demonstrated in her presentation to us. Realizing our need for a will, my husband and I went to see Elizabeth.

–Kathy and Gary Gray, Webster

Filing for Medicaid is never an easy or fun process. However, working with the Weinstein & Randisi firm made the process simple and streamlined. We were able to obtain all files and records regarding Medicaid enrollment within a few days using specially prepared checklists and verbiage recommended by our assigned paralegal.

–Ajia and David Cherry, Fairport

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How New York’s Medicaid recovery program affects your estate

Jan 22, 2021

Some people need Medicaid even though they might have few assets in their name. Although qualifying for Medicaid as an older adult usually means needing to spend everything you already have on care, you can qualify for benefits even if you own a valuable home. Your...

read more

When parents pass away without an estate plan

Jan 21, 2021

Creating an estate plan is an important step to take for your family. It gives you many benefits and options, and you get a chance to think about what you want to happen with your assets. It also helps you to avoid a lot of potential problems. Today, let’s look at...

read more

The many responsibilities as guardian of an elderly parent

Jan 5, 2021

It remains a decision that you and your family have struggled with and pondered for a few months. What to do about your father, who is losing his memory and shows signs of dementia. The other day, he planned to drive to your house to see his grandchildren. However, he...

read more
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