Pellittiere & Jonsson PLLC

05/28/2026

👶 If you are a parent to young children, the most important part of your estate plan is naming a guardian.

A guardian is the person you choose to raise your children if you and your co-parent are no longer able. If you don't name one in a will, you're leaving that critical decision entirely up to a court. ⚖️

At Pellittiere & Jonsson PLLC, we are committed to helping parents create estate plans that protect their children both now and in the future. 👨‍👩‍👧‍👦

https://www.pjestatelaw.com/estate-planning

05/25/2026

❤️🤍💙 This Memorial Day, we pause to honor the brave men and women who made the ultimate sacrifice in service to our country. Their courage and dedication will not be forgotten. 🇺🇸

With deep respect and gratitude, the team at Pellittiere & Jonsson PLLC wishes you a safe and meaningful day of remembrance. 🗽

05/18/2026

👨‍👩‍👧 For many family-owned businesses, the biggest challenge is the succession plan.

A formal succession plan is the best tool for preserving family harmony. 🤝 It creates a clear, fair path forward, agreed upon by everyone.

The Pellittiere & Jonsson PLLC team can help facilitate these important conversations and draft a succession plan to preserve your business after you retire or pass away. ⚖️

A business succession plan balances transitioning of the business to the next generation, ensuring all family members are treated fairly and continuing financial security for the entire family. This may include a gift to one participating family memb

05/10/2026

💐 Happy Mother's Day to all the moms, grandmothers, and mother-figures who guide, nurture, and protect us.

At Pellittiere & Jonsson PLLC, we work with families to plan for the future, including long-term care, to ensure moms (and dads) are well-cared for while preserving a legacy for the next generation. 🤝

Moms, we celebrate you! ✨

05/08/2026

Without proper planning, it's not unusual for families to have to sell their home to pay for long-term care. 😱

However, there are legal strategies, like using specific types of trusts, that can protect your home. 🏡 It allows you to get the care you need and preserve your assets for your spouse and your children. 👨‍👩‍👧‍👦

At Pellittiere & Jonsson PLLC, we help families plan proactively to reduce the financial burden of long-term care. 📞 Call us today to get started!

https://www.pjestatelaw.com/long-term-care-medicaid-planning

05/06/2026

While it is a busy time, every new parent needs to secure their family’s future by establishing a comprehensive estate plan. 💼

📄 A well-drafted will ensures your children are protected by allowing you to name a guardian, choose a trusted executor, and manage the financial assets your children may receive. 👍

At Pellittiere & Jonsson PLLC, we specialize in helping young families in the Rochester area gain peace of mind by drafting wills that accurately reflect their wishes. 📲 Click the link to read our top 5 reasons why new parents should prioritize a will.

Every new parent needs a care plan. Learn the top 5 reasons young families in Rochester must draft a Last Will to protect their minor children and secure assets.

04/28/2026

Your taxable estate is more than just your bank account. 🏦 When calculating your estate's value, New York includes:

🏡 Your home and real estate
💰 Your investments and bank accounts
📈 Your retirement accounts (like 401ks and IRAs)
📋 The value of life insurance policies you own

At Pellittiere & Jonsson PLLC, we can help you get a clear picture of estate taxes and plan strategies to minimize the financial burden on your beneficiaries. 🤝

New York State and the federal government have estate tax systems that discourage large transfers of wealth as a means to force the redistribution of assets. But families need not lose substantial assets to taxes. There are several techniques and exe

04/20/2026

⚖️ Choosing a guardian is one of the most important decisions a parent can make. 👨‍👩‍👧‍👦 It is about ensuring your children are raised by someone who shares your values and can provide a stable home.

At Pellittiere & Jonsson PLLC, we help Rochester families navigate these emotional choices by creating comprehensive estate plans that protect your children’s future. 📝

Click the link to read our latest article and learn about the key factors you should consider when selecting a guardian. 🔗

Learn the legal criteria and personal factors parents should consider when naming a guardian in their will to ensure their minor children are cared for.

04/17/2026

📋 Being an executor is a job, and it's a big one.

It comes with a lot of legal duties, including safeguarding all estate assets (like a house or bank accounts), paying legitimate debts and final taxes, communicating fairly with all beneficiaries, and distributing the assets according to the will. 🏛️

It's a lot to handle, especially while grieving.🤝 At Pellittiere & Jonsson PLLC, we provide the compassionate guidance and support executors need. ✨

https://www.pjestatelaw.com/estate-administration

04/06/2026

A complete estate plan is more than just a will. ⚖️ At Pellittiere & Jonsson PLLC, our foundational planning for families typically includes:

📜 𝗔 𝗪𝗶𝗹𝗹: States who receives your assets and who will be the guardian for your minor children.
🔑 𝗔 𝗣𝗼𝘄𝗲𝗿 𝗼𝗳 𝗔𝘁𝘁𝗼𝗿𝗻𝗲𝘆: Appoints someone you trust to handle your financial affairs if you cannot.
🩺 𝗔 𝗛𝗲𝗮𝗹𝘁𝗵 𝗖𝗮𝗿𝗲 𝗣𝗿𝗼𝘅𝘆: Appoints someone to make medical decisions for you if you are incapacitated.

These documents work together to protect you and your family at every stage. 💪

Estate planning is the process of ensuring one's plan is set forth and individuals are appointed to carry out the plan when necessary. This includes planning for incapacity or death by setting up the transition of assets in the most efficient manner

04/05/2026

🌷 Wishing everyone a happy and hopeful Easter!

Ensuring your family is protected with an updated will, trust, or healthcare proxy can bring a wonderful sense of peace and preparedness as the new season begins. ✨

From our team at Pellittiere & Jonsson PLLC, we hope you have a wonderful day. 🐣

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