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

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April 2017 Archives

Asset valuation: an often forgotten part of estate administration

Particularly for those who have lost a loved one recently and are still expected to handle what was their property administering an estate can be an added stress and a time-consuming activity. Even in estates which are not being contested by disgruntled heirs, there is still a lot of administrative paperwork to do and steps to take, and this is true even if the property is part of a trust as opposed to a will that has to go through probate.

Simple estate planning steps for women over 50

As our society has changed over the preview few decades, many women are beginning to find themselves on their own as they approach late middle age. Whether through divorce, death of a spouse or simply deciding never to marry, middle-aged women are beginning to control an increasing portion of our nation's wealth.

The Medicaid "look back" period and how it affects planning

As previous posts on this blog have discussed, many middle class residents of Rochester, New York, who have worked hard all of their lives may find themselves in a bind as they approach old age and retirement. They will either have to fork over tens and possibly hundreds of thousands of dollars to pay for medical and nursing home care, or they will have to rely on Medicaid for help once they stop earning income.

How does the inheritance tax work in New York?

One importance piece of estate administration that any personal representative handling a Rochester, New York, estate will have to resolve is whether an estate will have to consider and pay an inheritance tax. Like many other states, New York has an inheritance tax which has to be paid even if an estate will not be assessed the federal estate tax.

Representing New Yorkers in business estate disputes

As a previous post discussed, sometimes Rochester, New York, residents can find themselves embroiled in a probate legal dispute, even with other family members and loved ones. Oftentimes, these disputes arise because some heirs or beneficiaries question how the personal representative or other designated person is handling the family business.

  • 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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  • November 05, 2018

    Family conflict often causes more problems than tax rules

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290 Linden Oaks, Ste. 200
Rochester, NY 14625

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