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What An Estate Plan Can Achieve

Estate planning is about protecting your plans and your legacy. It is about safeguarding your future and putting your wishes on record. To be successful, an estate plan should do more than just account for all of your assets. The best estate plans take into account the reality of implementing them.

Strife And Stress

There are varying levels of responsibility when it comes to making an estate plan come to fruition. Some roles, including the executor of a will and legal trustees, come with important duties. Some of these duties are straightforward. Others are complex and time-consuming. Anyone granted the authority to carry out these duties has the power create havoc if they can't or won't perform them properly. Unless you want to create strife among your loved ones and stress for everyone involved, you need to consider who should be in charge of fulfilling the wishes laid out for your estate.

Disagreements, Old And New

One of the most common problems created by estate plans is that of sibling rivalry. Even siblings with good relationships can be sorely tested in the face of an estate plan that treats them differently. Sisters and brothers who already have contentious relationships are not likely to suddenly come together while dealing with the loss of a loved one. The wrong choices can bring out the worst in family members at a time when they need to be at their best.

Working with a knowledgeable, experienced professional can help you make the right choices. There are many things to consider in creating the perfect estate plan. Make sure you get all your questions answered before committing to a plan that might not accomplish everything you're hoping for.

Source: The New York Times, "Here's How to Maintain Peace Among Your Heirs," by Paul Sullivan, 22 March 2018

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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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