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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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Is there a timeline for updating estate plans?

On behalf of Weinstein & Randisi | Feb 16, 2021 | Estate Planning

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...

3 things you will forget when developing an estate plan

On behalf of Weinstein & Randisi | Feb 16, 2021 | Estate Planning

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,...

How New York’s Medicaid recovery program affects your estate

On behalf of Weinstein & Randisi | Jan 22, 2021 | Estate Planning

Some people need Medicaid even though they might have few assets in their name. Although qualifying for Medicaid as an older adult usually means needing to spend everything you already have on care, you can qualify for benefits even if you own a valuable home. Your...

When parents pass away without an estate plan

On behalf of Weinstein & Randisi | Jan 21, 2021 | Estate Planning

Creating an estate plan is an important step to take for your family. It gives you many benefits and options, and you get a chance to think about what you want to happen with your assets. It also helps you to avoid a lot of potential problems. Today, let’s look at...

What estate tax filings are the responsibility of the executor?

On behalf of Weinstein & Randisi | Dec 21, 2020 | Estate Planning

Serving as the executor or administrator of an estate means settling all of the obligations of the deceased person. It also means distributing their assets in compliance with their wishes. Some people become so fixated on that second requirement that they don’t...

Will the New York courts uphold a no-contest clause in your will?

On behalf of Weinstein & Randisi | Dec 21, 2020 | Estate Planning

There are many reasons why you might suspect that someone in your family would challenge your last will. Perhaps you chose to disinherit one of your children or maybe you know that your relatives will fight no matter what you do. A challenge to your estate could...

What can you do when you need to disinherit a beneficiary?

On behalf of Weinstein & Randisi | Dec 16, 2020 | Estate Planning

No one hopes to disinherit a beneficiary named in their will or trust. Yet, relationships change over time, and you may now find yourself estranged from one of your beneficiaries. Or, the beneficiary in question might have endured personal hardships that could make it...

Do I need a trust for my newborn child?

On behalf of Weinstein & Randisi | Dec 7, 2020 | Estate Planning

The birth of a first child is the first time many New York residents think about estate planning. One question that parents often have is if setting up a trust is a good idea now that they have the responsibility of caring for a newborn. There was a time when many...

5 reasons people don’t do their estate planning

On behalf of Weinstein & Randisi | Dec 1, 2020 | Estate Planning

If you haven’t done your estate planning yet, that’s understandable. Most people haven’t. Throwing age out entirely, studies have found that the majority of Americans have no plan — despite generally acknowledging how important planning is and saying that they...

What 3 factors should you look for in a guardian for your kids?

On behalf of Weinstein & Randisi | Nov 2, 2020 | Estate Planning

It is often difficult and stressful for people to consider their own eventual death and try to create an estate plan. Just needing to distribute your property to people can be a difficult series of decisions. If you have to worry about who will care for your children,...
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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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