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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.

If some of that sounds familiar to you, and reminds you of your situation, it is clearly time to sit down and update the plan you have. You might do well to add estate-planning tools that have become more common than they were back in the day.

Items such as trusts, a financial power of attorney and a health care power of attorney are powerful tools that protect you and your assets in the event that you become incapacitated.

Naturally, some readers will think, "I didn't make an estate plan years ago, so none of this really applies." Well, we're going to borrow a bit from an article on estate planning that we read recently. It said that "if you are over the age of 18 and mentally competent, at a minimum, you should have a will, a financial power of attorney and a health care power of attorney."

Of course, if you have children, your motivation to create a comprehensive estate plan is even greater. And if you have substantial assets, you should have in place a plan that safeguards the assets you worked so hard to acquire.

If you made an estate plan in the past, sit down and look it over with someone who understands how to use the law to protect you and your family; someone who can help you understand all the options available.

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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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Weinstein & Randisi - estate planning

290 Linden Oaks, Ste. 200
Rochester, NY 14625

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