Weinstein & Randisi
Phone:585-310-1578
Toll free:800-768-1780

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October 2016 Archives

Understanding trusts - revocable, irrevocable and special needs

When a person in Rochester is planning for the future, trusts are an integral part of providing protection for themselves and their loved ones. But there are many different types of trusts to choose from and all have their own advantages and concerns. Three kinds are the revocable trust, an irrevocable trust, and a special needs trust. Knowing which one is the best possible option requires an understanding of their purpose. Having a grasp of this should be priority one before a decision is made on how to move forward.

Considerations In Estate Planning

Protecting your family and your legacy is about more than deciding what you want to do with your assets. Estate planning includes a number of documents and strategies that, taken as a whole, help you accomplish your goals and protect your present and future. The right estate plan will be as unique as you are. In order to create the right estate plan, you must employ the right tools.

What does a personal representative do for an estate?

When a person passes away, that person's property becomes known as an estate. An estate includes all property the person accumulated during his or her life, both personal property and real estate. The purpose of a will is to determine how that property will be distributed. However, there almost always must be a person placed in charge of administration.

Updating the plan that protects you and yours

The children were so young and cute back then. They played with dolls and trucks and each other. Now they're taller than you and off at school or careers. Things have changed. Or have they? One of the things that might not have changed over the years: your estate plan. You sat down with a trusted attorney long ago and put together a plan to protect you and your family. But the details of those documents have been largely forgotten since then.

  • 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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Weinstein & Randisi - estate planning

290 Linden Oaks, Ste. 200
Rochester, NY 14625

Toll Free: 800-768-1780
Phone: 585-310-1578
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