Estate & Gift Taxes | Weinstein & Randisi

Estate taxes are confusing, even to the IRS

On behalf of Weinstein & Randisi | Oct 2, 2017 | Estate & Gift Taxes

The Treasury Inspector General for Tax Administration recently issued a report concerning how estate and gift tax returns are being processed. The report highlights substantial discrepancies in how the IRS handled the examination process. One of the issues covered in...

Death and Taxes in New York – Update

On behalf of Weinstein & Randisi | Jul 28, 2014 | Estate & Gift Taxes

New York’s estate tax scheme has remained the same for years, but that has just changed dramatically. The newly enacted state budget includes changes to estate and gift taxes that are designed to allow New York to “catch up” to the federal estate tax...

Estate planning in New York can benefit from before-death gifting

On behalf of Weinstein & Randisi | Jul 20, 2014 | Estate & Gift Taxes

Estate planning, in the early stages, can be daunting, especially if you have assets that need to be divided among several loved ones. Even if you don’t have a lot of money, you still need an estate plan. The truth is that if you own a home or have any real or...

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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What’s holding Americans back from forming an estate plan?

Sep 20, 2019

Americans are confused. They're confused about estate planning and rightfully so, it's a diverse topic. Should you create a will, a trust or both? It depends because they serve different purposes, but both can be beneficial to form a complete estate plan. Will and...

6 things to consider when choosing an executor

Sep 3, 2019

In New York, estates are settled through probate by an executor, who is named in the will or estate plan. If there is no executor, or the named executor is unable to serve, the estate can be probated by an administrator, typically a professional, who is appointed by...

Why small business owners need an estate plan

Jun 15, 2019

Creating an estate plan is an important responsibility that can help you ensure that your family is taken care of in the event of your death. If you’re a small business owner, this responsibility is even more important, as both your business and your family could face...

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