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Understanding fiduciaries and the important role they fill

Some of the terminology surrounding estate planning can be confusing. However, most of the terms you hear can be explained quite easily. Fiduciary is one such term and it simply means a person who has the responsibility of administering an estate for someone who has died. Depending on specific circumstances, a fiduciary may also be known as an executor or an administrator.

Miles Davis heirs very involved in feature film

The heirs of Miles Davis have been working to guard his legacy for years. It's not something the former music legend was explicit about, said Davis' son. The son said Davis trusted all of his heirs, and they believe he would want them to safeguard his music and other creative works.

Qualities to look for in an estate executor

Often during estate planning, individuals and even attorneys become so focused on creating airtight documents, they may overlook the small but crucial details until the last minute. Choosing the right executor is one such details that some may put off until later. Sometimes this can mean that the person creating a will or a full estate plan has not given the role of executor enough consideration.

Understanding someone's reticence to give up financial control

On of the matters of estate and financial planning that can come up in later years is whether someone still has the capacity to manage all of their own finances. While this is certainly a realistic consideration in many cases, it can be a difficult consideration for many older individuals who are facing what they perceive as a growing loss of independence in their later years.

  • 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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  • November 16, 2018

    Estate plan of late comic book icon a cautionary tale

    Estate planning and proper preparation for the future are key for New Yorkers of all ages and in every financial situation. This is especially true for people who are wealthy, prominent and getting up in years. For people who...


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  • November 08, 2018

    Handling art and sentimental items when estate planning

    Estate planning can be a difficult process for New Yorkers when they are determining strategies to pass along their assets. What can make this even more complicated is when the assets go beyond the basic and tangible to that...


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  • November 05, 2018

    Family conflict often causes more problems than tax rules

    Fights over a loved one’s estate all too often overshadow a family’s ability to grieve their loss. In fact, family conflict is the biggest worry in estate planning today, according to recent survey of professionals at the Annual Heckerling Institute...


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