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February 2017 Archives

Those without children should still create an estate plan

People in Rochester may be so wrapped up in their day-to-day lives that they may not give much thought to their future. For example, they may put off estate planning, believing they do not need to address the issue until they're in their old age, or they may simply think it's not important. In fact, according to one report, 56 percent of people in the United States have not drafted a will. This is unfortunate, because without an estate plan in place a person's assets will be distributed per state intestacy laws, rather than how the person might have chosen.

On what grounds can a will contest be based?

Losing a loved one can result in strong emotions, especially if family members do not get along or if there is a very sentimental attachment to certain items of the deceased's property. If a loved one in Rochester left a will, this can help sort out inheritance issues. However, is there anything that can be done if you think that the terms of the will should not be followed?

Planning for your long-term medical needs after retirement

Most people in New York face health issues as they age that could lead to an increase in their health care expenses. This is especially true for women. In fact, according to a 2016 report, health care costs women age 65 will incur while they are retired total about $314, 673. This amount is 18 percent higher than that men of the same age would pay. This means that when it comes to long-term care planning, health care expenses should be kept in mind.

Why have a simultaneous-death clause in your estate plan?

Married couples in New York may have taken the steps to create an estate plan. However, what happens if they both die at the same time, for example, in a fatal car crash? This can complicate the probate process, making it more difficult for their assets to be passed on to their heirs.

  • 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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