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July 2017 Archives

An estate plan is not just for the wealthy

A frequent mistake New Yorkers make is failing to properly plan for the future. One integral part of that planning is to have an estate plan that covers for various contingencies. Many might be under the impression that drafting estate planning documents is something that only wealthy people should do. This is wrong. Having an estate plan can take care of many different issues and potential issues, as well as avoid family disputes after the testator has passed on.

Elder law and the selection and financing of a nursing home

Dealing with an aging loved one in New York is never easy. So many issues will come to the forefront when it comes to protecting loved ones who are senior citizens. Deciding on whether assisted living or a nursing home is the best possible living arrangement, assessing financial ramifications and if Medicare can cover the payments, and taking estate planning steps are all part of the process. People who are dealing with this situation and all its inherent issues should be aware of the need to have legal advice.

Estate planning and the value of a living trust

One of the most difficult issues that a person can face is linked with his or her mortality. Of course, it is an inevitable part of life, but that does not make it any easier. When drafting estate planning documents, New York families must be cognizant of certain aspects and strategies to avoid family disputes and other problems after death. Trusts are useful in many different circumstances and knowing whether a trust is right for an individual's situation is important.

Important points about a health proxy

New Yorkers who are concerned about the possibility that they might become incapacitated and unable to make their own decisions will want to consider a healthy proxy. This document is part of a well-crafted estate plan and should not be ignored. It is not just for people who are older. People of any age can benefit from having a health proxy. When formulating strategies to prepare for potential eventualities and avoid family disputes, grasping certain points about a health proxy is essential.

Recognizing Fads In Estate Planning

There are basic elements to estate planning that are generally included in any comprehensive plan. But like any field, there are emerging trends, fads and misinformation that can alter a plan for better or worse. It is important to get reliable, cutting edge advice to avoid mistakes while still taking advantage of powerful new tools.

One simple step to protect your loved ones

When you buy an insurance policy, open a bank account or set up a retirement account, you are required to designate a beneficiary. In some cases, you may be asked to choose a secondary beneficiary, but that is often not mandatory. As your life changes, you preference regarding who benefits from these accounts may also change. If you have not taken a look at these account for some time, now is an excellent time to review them.

  • 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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