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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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New York estate planning a must no matter how old you are

On behalf of Weinstein & Randisi | Dec 31, 2014 | Estate Planning

Whether or not you are retired, or just starting out in your employment life, estate planning needs to be a part of what you do. Looking at your Individual Retirement Account (IRA) and your medical power of attorney are just two of the areas that you need to take a...

What are my duties as a special needs trustee?

On behalf of Weinstein & Randisi | Dec 30, 2014 | Trustees, Executors & Fiduciaries

A Supplemental Needs Trust is designed to assist individuals who qualify for certain governmental benefits such as Medicaid and Supplemental Security Income. Also commonly referred to as a Special Needs Trust, an SNT is basically a trust which ensures that...

Probate litigation and inheritance-related disputes

On behalf of Weinstein & Randisi | Dec 24, 2014 | Probate Litigation

The death of a relative is difficult to cope with no matter how the person passes away. Whether it is an aged parent who has finally lost a long battle with old age or illness, or a son or daughter who dies suddenly without any kind of notice, the emotions that...

Details emerge about the estate planning of comedian Joan Rivers

On behalf of Weinstein & Randisi | Dec 22, 2014 | Estate Planning

Earlier this year, the famous comedian Joan Rivers died after suffering complications during a surgery to repair damaged vocal cords. The comedian’s daughter has since been named as the executor of the late comedian’s estate. In a will dated November 2011,...

Why do you need to consider appointing a guardian in New York?

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

To understand why an adult guardian may need to be appointed, it is wise to look at the duties that such a person will have. If it is clear that these responsibilities would be beneficial, then it may be the right time to set up a guardianship in New York. One of the...

Types of taxes due in New York for estate planning purposes

On behalf of Weinstein & Randisi | Dec 17, 2014 | Estate Planning

Estate planning in New York is a bit different than most other states because it is included in a small group of states that collects a state estate tax. Even if you don’t live in New York, you may still be subject to this tax if you own property, real estate or...

Regarding the identification of assets in your New York will

On behalf of Weinstein & Randisi | Dec 16, 2014 | Wills

When a person dies in New York, decisions have to be made regarding the distribution of his or her assets. The New York Surrogate’s Courts are tasked with ensuring that a decedent’s estate is properly distributed amongst his or her beneficiaries....

Questions to ask during the long-term planning process

On behalf of Weinstein & Randisi | Dec 10, 2014 | Long-Term Care Planning

When a loved one becomes too elderly or infirm to care for him- or herself, New York families may be faced with the problem of finding a suitable long term care provider. Whether you need to find a nursing home for yourself later in life or for a loved one, you might...

Perpetual trusts are a potential risk for New York residents

On behalf of Weinstein & Randisi | Dec 8, 2014 | Trusts

Estate planning is a complicated yet important component for individuals seeking to protect their life’s work and provide for their family’s future. On another page of our website we discussed how trusts are essentially tools which can be used to legally...

Taking control of your health decisions in New York

On behalf of Weinstein & Randisi | Dec 4, 2014 | Long-Term Care Planning

Planning for your elderly years often means setting up things so that you can get the long-term care assistance that you need. This is something that should be done in advance, and it is never too early to start. Some things to consider are: — Who will make your...
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Recent Posts

  • 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?
  • What can you do when you need to disinherit a beneficiary?

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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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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

What estate tax filings are the responsibility of the executor?

Dec 21, 2020

Serving as the executor or administrator of an estate means settling all of the obligations of the deceased person. It also means distributing their assets in compliance with their wishes. Some people become so fixated on that second requirement that they don't fully...

read more
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