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Weinstein & Randisi - estate planning

Phone: 
585-310-1578

Toll free: 
800-768-1780

Phone: 
585-310-1578

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Probate administration requires experienced legal help

On behalf of Weinstein & Randisi | Dec 28, 2018 | Estate Administration

New Yorkers will undoubtedly have a great deal on their plate when a loved one dies. Between the emotional impact and the need to plan for a funeral, many will believe that legal issues should take a backseat. However, while grieving is unavoidable and a natural human...

What you should know before you plan that big gift

On behalf of Weinstein & Randisi | Dec 22, 2018 | Uncategorized

As part of your estate plan, you may have considered making a large gift to a loved one while you are still alive. There are many reasons to do this. Perhaps you want to help someone in need, invest in a loved one’s business or just enjoy their enjoyment of a piece of...

An estate plan is not just for older, married people

On behalf of Weinstein & Randisi | Dec 22, 2018 | Estate Planning

There are certain aspects of life that New Yorkers will prioritize based on their age and current life situation. For example, a person with a family who is established in his or her career will likely place a greater emphasis on having all the essentials in place....

If you wish to contest the choice for executor of an estate

On behalf of Weinstein & Randisi | Dec 20, 2018 | Uncategorized

If a loved one died and appointed an executor that you do not believe is up to the task, it can be difficult to speak up. However, as a beneficiary you have a right to contest the choice of executor in order to protect the estate. The importance of the right choice An...

Tax implications and estate planning for the unmarried

On behalf of Weinstein & Randisi | Dec 14, 2018 | Estate Planning

While crafting a comprehensive estate plan is often framed as a safety mechanism for family members, not every New Yorker is married. This could lead to a perception that they do not need to move expeditiously in creating an estate plan. However, it is important for...

Updating an estate plan is a forgotten necessity for New Yorkers

On behalf of Weinstein & Randisi | Dec 6, 2018 | Estate Planning

New Yorkers should be fully aware of the importance of drafting estate planning documents. There are a seeming endless number of reasons why this is a good idea. Often, however, people who have an estate plan will not update it as needed. Simply having the estate plan...

Could a special needs trust help your loved one?

On behalf of Weinstein & Randisi | Dec 5, 2018 | Uncategorized

Creating your estate plan can be complicated, and if you have a disabled loved one, your plan can be even more complicated. One option you have available to you in New York is the special needs trust, also referred to as a supplemental needs trust. The special needs...

Changes to inheritance tax might not lead to IRS clawback

On behalf of Weinstein & Randisi | Nov 29, 2018 | Estate Administration

Recent posts have discussed how the changes to the tax laws under the Trump Administration could affect people who are seeking to avoid the inheritance tax and make sure their wealth protection strategies stand the test of time. A concern for many has been whether the...

Inheritance tax levels for 2019 announced

On behalf of Weinstein & Randisi | Nov 23, 2018 | Estate Administration

As New Yorkers prepare an estate plan to divide their assets after their death and loved ones of a person who recently died set about to move forward with estate administration, the inheritance tax (also known as the estate tax) is an unavoidable concern. Fortunately,...

What should you do about digital assets in an estate plan?

On behalf of Weinstein & Randisi | Nov 21, 2018 | Uncategorized

As more of our lives go online, it’s becoming increasingly important to have a plan for what happens to your digital identity. Many New York residents are finding themselves at a loss when it comes to loved ones’ online presence. Increasingly, family...
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Recent Posts

  • Is there a timeline for updating estate plans?
  • 3 things you will forget when developing an estate plan
  • Guardianships: Not just for children
  • Can you make medical decisions for a parent declining care?
  • How New York’s Medicaid recovery program affects your estate

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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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Is there a timeline for updating estate plans?

Feb 16, 2021

There are many times when people are told to update their estate plans. However, many of the timelines you see are simply suggestions. There are no specific guidelines that tell you when you have to update your estate plan. It’s a good idea to review it annually or...

read more

3 things you will forget when developing an estate plan

Feb 16, 2021

Crafting a comprehensive estate plan can be a daunting undertaking. Numerous documents are involved, and a multitude of contingencies must be stipulated. Faced with these challenging circumstances, people are likely to tackle larger issues such as who gets the house,...

read more

Guardianships: Not just for children

Feb 16, 2021

When you’re involved in estate planning, one of the things that comes up is the need for a guardianship. If you have children, then guardianships may be used to define who would take care of them if you could no longer do so. Guardianships aren’t just for children,...

read more
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