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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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Estate planning tips for doctors

On behalf of Weinstein & Randisi | Sep 9, 2020 | Estate Planning, Uncategorized

While your medical practice may be based in New York today, there is no guarantee that you won’t have to move in the future. Therefore, your will or living trust may need to be adjusted to account for the rules in a different state. Other major life events may...

New 2020 changes to Medicaid community care eligibility

On behalf of Weinstein & Randisi | May 6, 2020 | Uncategorized

Although it’s unpleasant to think about the possibility of your health declining, some form of long-term care will be part of the future for many aging Americans. Medicaid’s community care program, which facilitates home care, is undergoing a change to its eligibility...

Annuities pay when it comes to meeting Medicaid limits

On behalf of Weinstein & Randisi | May 3, 2020 | Long-Term Care Planning, Uncategorized

Nursing homes cost a small fortune to provide care, but they might be a necessity for your loved ones. Medicaid limits could make it hard for some to get help covering costs, but annuities may hold the answer you need. A shared room in a care facility in Rochester...

When is it time to become a guardian of an aging parent?

On behalf of Weinstein & Randisi | May 1, 2020 | Uncategorized

It’s an incredibly challenging transition to go from dealing with your parent as their child and peer to having to take on a role of authority with them. Some people refer to this period as having to become a parent to your parent, and the analogy is not far off. Many...

Are there disadvantages to creating a DIY will?

On behalf of Weinstein & Randisi | Mar 12, 2020 | Estate Planning, Uncategorized

In 2020, most of us conduct a lot of our lives with digital help. We use online banking and bill paying, we shop online, we take classes online and we even order takeout or groceries online. Now, many companies offer online DIY wills or software packages so you can...

3 ways to pass business to family

On behalf of Weinstein & Randisi | Feb 11, 2020 | Estate Planning, Trusts, Uncategorized

An owner’s business is their life’s work. That work deserves careful planning to keep it intact for the family members who potentially own and run that business. As an owner, you want to find the most risk-averse strategy for transferring your business to your family....

5 reasons why new parents need a will

On behalf of Weinstein & Randisi | Oct 14, 2019 | Estate Planning, Uncategorized

When you welcome your first child, your life forever changes. For the first few months, you are busy caring for a newborn—figuring out how to soothe your child, feed them and survive some sleepless nights. While many parents do lots of research on the best car seat,...

Should I seek durable power of attorney for my elderly parents?

On behalf of Weinstein & Randisi | Mar 24, 2019 | Uncategorized

As people age, they become concerned with end-of-life decisions. Sometimes they become concerned with the possibility that they might not be able to communicate decisions related to medical care, treatment or life support. While a living will is the usual method to...

Estate planning steps parents should consider after divorce

On behalf of Weinstein & Randisi | Mar 13, 2019 | Uncategorized

There are several estate planning changes you should consider after divorce whether you are a parent or not. These considerations can include updating your health care proxy, financial power of attorney, will, trust and beneficiary designations. The people you select...

What are the easiest steps to take when creating an estate plan?

On behalf of Weinstein & Randisi | Feb 26, 2019 | Uncategorized

Estate planning is not a simple process for most people, despite how little their assets may be. It is often a complex system of laws, filled with clauses, exemptions, stipulations and more. How does the average person manage to create a satisfying estate plan? One...
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Recent Posts

  • How New York’s Medicaid recovery program affects your estate
  • When parents pass away without an estate plan
  • The many responsibilities as guardian of an elderly parent
  • What estate tax filings are the responsibility of the executor?
  • Will the New York courts uphold a no-contest clause in your will?

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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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How New York’s Medicaid recovery program affects your estate

Jan 22, 2021

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...

read more

When parents pass away without an estate plan

Jan 21, 2021

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...

read more

The many responsibilities as guardian of an elderly parent

Jan 5, 2021

It remains a decision that you and your family have struggled with and pondered for a few months. What to do about your father, who is losing his memory and shows signs of dementia. The other day, he planned to drive to your house to see his grandchildren. However, he...

read more
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