Weinstein & Randisi
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Discussing Estate Planning Goals

There are topics that many Americans do not feel comfortable discussing, even with friends and family. Some topics are too personal, others are simply uncomfortable. Estate planning touches on two topic that many people have trouble discussing: money and death.

A need-to-know basis

Telling other people about your salary, spending habits, savings or investments can be difficult. Financial matters are so intensely personal that many divorcing couples cite a lack of financial transparency as one cause of the separation. If people won't discuss finances with their spouse, who will they confide in?

When families are caught by surprise by the last wishes of a loved one, it can lead to bad blood. If a person passes away with no estate plan, family members may fight over what they believe the deceased would have wanted. While it is not always easy, it is often better to be transparent about your plans and estate planning goals with those affected.

Owning a legacy

Your estate plan is personal, in that your wishes should control your legacy. Your estate plan is shared, in that it affects more than just you. An open and honest discussion about your goals and plans can not only smooth family relations, it can also help you protect your legacy exactly as you see fit.

Estate planning accomplishes many goals. A proper plan can minimize tax liability, protect the people you care about, and secure your financial security in your retirement years. All of those goals can better be accomplished if you are willing to have frank conversations with your estate planning attorney and the people who are closest to you.

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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

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