Resources & Links
Worksheets and Document Checklists for Initial Meetings
Burke & Casserly Checklist of Documents to Bring to Initial Meeting
To better prepare you for an initial meeting with one of our attorneys, we provide you with this checklist of possible documents to bring with you. This is a generic list, bring only those documents relevant to the situation for which you are meeting with the attorney.
LinkAsset, Income & Liability Worksheet
To assist you in preparing for your meeting with one of our attorneys, this worksheet will help you to identify your assets, how they are titled and the value of those assets.
Burke & Casserly Crisis Checklist Form
This is a list of items that you should have readily available in the event of a crisis. We recommend that you make this list, note the location of the relevant documents and provide a copy to your representative(s) so they may locate the documents easily.
B&C Estate Planning Worksheet
Worksheet to assist B&C in preparing your estate planning documents.
Elder Law
Advance Directives & Guardianship Information
All persons, regardless of age, health, and circumstances, should take the time to contemplate the need and appropriateness of having another person act in their stead should the circumstances require it. This document provides explanation as to why you need a Power of Attorney, Health Care Proxy, and Appointment of Agent to Control the Disposition of Remains, and the process for what happens if you do not have these documents as a part of your estate plan.
Alzheimer's Disease
Learn more about this neurological disorder that affects an estimated 5 million American adults.
American Association of Retired Persons
The AARP website provides information of interest to retired persons. From travel to computers to caring for yourself and your family, this site covers a wide range of interests.
Community Hospice
The Hospice Mission: To serve seriously ill people and their families through the process of dying and grieving. To enhance quality of life with comprehensive, compassionate services that respect the dignity of those we serve.
Dept of Health & Human Services Administration on Aging
Eldercare Locator
Connects seniors to federal, state and local resources including programs like Meals on Wheels, transportation for disabled, prescription drug programs, Medicare, Medicaid and Social Security. 1-800-677-1116
Housing Issues for Seniors and Their Families
To find out more information about selection a selecting a nursing home, a retirement community or finding an apartment or to learn more about repairs or modifications to your home, this site addresses these, as well as many other topics.
Medicare Government WebsiteConsumer information regarding Medicare.
Medicare Rights Center
This site is dedicated to Seniors as a guide to find there way through the Medicare maze. Find answers to your Medicare questions here.
National Council on Aging
Social Security Administration
Find information regarding retirement and retirement benefits, Medicare and other news regarding Social Security.
Veteran's Administration
Veteran's Benefits
Estate Planning - Wills & Trusts
Advance Directives & Guardianship Information
All persons, regardless of age, health, and circumstances, should take the time to contemplate the need and appropriateness of having another person act in their stead should the circumstances require it. This document provides explanation as to why you need a Power of Attorney, Health Care Proxy, and Appointment of Agent to Control the Disposition of Remains, and the process for what happens if you do not have these documents as a part of your estate plan.
Estate Tax Calculator
Calculate your estate tax.
Veteran's Administration
Veteran's Benefits
LinkWhat Every Parent with Minor Children Should Know
If you travel and are parents of minor children, read the attached document for a "must do before I depart."
Estate & Trust Administration
Special Needs Planning
Financial, Investment & Retirement Planning
Social Security Retirement Planner
This planner provides detailed information about your Social Security retirement benefits under current law and points out things you may want to consider as you prepare for the future.
Real Estate
New York State Dept of Taxation and Finance
