Resources & Links
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- Advanced Directives & Guardianship Information
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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, living will or health care proxy and the process for what happens if you do not have these documents as a part of your estate plan.
Link - Alzheimer’s Carefinder
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Alzheimer's Assocation rolled out a website for caring for individuals with Alzheimers. The site includes sections on planning ahead, care options, coordinating care, and support and resources.
Link - Alzheimer’s Disease
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Learn more about this neurological disorder that affects an estimated 5 million American adults.
Link - American Association of Retired Persons
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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.
Link - Article - Housing Options for the Older Client
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Walter T. Burke, co-authored this article which appeared in American Bar Association's publication entitled Probate & Property in December, 2008. The article addresses the various types of housing available for the older client to consider.
Link - Asset, Income & Liability Worksheet
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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.
Link - B&C Checklist of Documents to Bring to Initial Meeting
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To better prepare you for an initial meeting with one of 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.
Link - B&C Crisis Checklist Form
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- B&C Long Term Care Planning Guide
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Information you need to know about planning for long term care prepared by Burke & Casserly, PC.
Link - CareCentral
- When someone volunteers to help, the site makes note of the obligation and emails reminders to that person. It includes a "news feed" that makes it easy to see which members have posted when.Link
- CareFlash
- Contains links to videos on topics including medical conditions and treatments.Link
- CarePages
- Includes places to post photographs, blogs and messages and receive feedback.Link
- CaringBridge
- Accessible directly or through hospitals, this service helps families communicate efficiently with friends and relatives, via technology including blogs and message boards.Link
- Community Hospice
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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.
Link - Dept of Health & Human Services Administration on Aging
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- eCare Diary
- Contains links to research on diseases and to Medicare and state databases of resources, including assisted living facilities and home-health agencies. The site receives a commission of about 4% on sales of care-related products.Link
- Elder Law Answers
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A great online resource for answers to frequently asked questions related to estate planning, retirement planning, long term care planning and Medicaid/Medicare.
Link - Eldercare Locator
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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
Link - Family Caregiver Alliance
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Links to caregiver resources by state; alerts on policy initiatives to ad caregivers.
Link - Housing Issues for Seniors and Their Families
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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.
Link - IMPORTANT POWER OF ATTORNEY ALERT - 2009!
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Drastic changes that have occurred in New York’s Power of Attorney law. This document highlights the major changes.
Link - Living Will & Health Care Proxy
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Each state has its own version of a Living Will or Health Care Proxy. The Caring Connections website of the National Hospice and Palliative Care Organization has all 50 state forms available free at this link.
Link - Lotsa Helping Hands
- Caregivers can upload financial, legal or medical documents and initiate discussions in areas that restrict access to select members.Link
- Medicare Government Website
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Consumer information regarding Medicare.
Link - Medicare Rights Center
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This site is dedicated to Seniors as a guide to find there way through the Medicare maze. Find answers to your Medicare questions here.
Link - Miscellaneous Matters Related to Seniors
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This site provides a information on various topics of interest to seniors. It is also a good portal into other senior related sites.
Link - Nat. Association of Professional Geriatric Care Managers
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Connects to local nursing, social work and psychology professionals who specialize in aging issues and long distance caregiving. 1-520-881-8008
Link - National Alliance for Caregiving
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Conducts research, offers "Lotsa Helping Hands" online calendar to schedule family and friends for help in time slots requested by caregiver.
Link - National Citizen’s Coalition for Nursing Home Reform
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Consumers and advocates who define and achieve quality for people with long-term care needs. You can search your states Ombudsmen providers at this link as well. An Ombudsman is an advocate for residents of nursing homes, board and care homes, and assisted living. Ombudsmen provide information about how to find a facility and what to do to get quality care. They are trained to resolve problems. If you want, the ombudsman can assist you with complaints. However, unless you give the ombudsman permission to share your concerns, these matters are kept confidential.
Link - National Council on Aging
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- National Family Caregivers Association
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Tips and guide for family caregivers, information on agencies and organizations that provide caregiver support.
Link - Nursing Home Compare & Rate
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Center for Medicare/Medicaid Services-Tools, resources, links and information pertaining to Medicare and Medicaid.
Link - NYS Nursing Home Ratings Complaints Registry
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A list by County of Nursing Facilities that have or have had complaints registered against them.
Link - Protect Yourself from Fraud and Financial Exploitation
- A guide to assist in determining if an older adult is in jeopardy of becoming a victim of fraud.Link
- Since You Care Guides
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The Mature Market Institute, a resource center and part of MetLife Inc has published a guide entitled "Becoming an Effective Advocate for Care" which provides practical advise and resources for those who deal with doctors, insurers and other medical providers on behalf of a loved one. Go to the website listed and click on "Since You Care Guides".
Link - Social Security Administration
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Find information regarding retirement and retirement benefits, Medicare and other news regarding Social Security.
Link - The Family Health Care Decisions Act
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The governor just signed legislation last week regarding a new section of the Public Health Law, Article 29-CC, the Family Health Care Decisions Act, which will become effective June 1, 2010. Attached is a link to the press release issued by the Governor’s office. This new law directly affects our practice as the new law will provide a list of ‘surrogates’ to make decisions when it is determined that a patient in a general hospital or nursing home does not have decision –making capacity. The law provides a ranked list of surrogate’s to choose from, and they are ranked in order of priority. The list includes a guardian, spouse, domestic partner, adult child, a parent, a sibling or a close friend. This law is designed to provide a default in an individuals planning, not to do away with the need for a health care proxy, where an individual can state their own choice as to who should make a medical decision on their behalf.
Link - US Dept of Labor
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For information on the federal Family and Medical Leave Act. 1-866-4-USWAGE
Link - Veteran’s Administration
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Veteran's Benefits
Link - Advanced Directives & Guardianship Information
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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, living will or health care proxy and the process for what happens if you do not have these documents as a part of your estate plan.
Link - Advanced Directives Resource Website
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A Health Journal article appearing in The Wall Street Journal on March 22, 2005 referencing the case of Terri Schiavo addressed the importance of having a Living Will and designating a Health Care Proxy. A Living Will is a document that outlines the desired medical care an individual would want in the event they were incapacitated. More importantly is the designation of an agent or Health Care Proxy that would make medical decisions on your behalf in the event of incapacitation. The National Hospice & Palliative Care Organization will have all state forms available on their website www.caringinfo.org beginning April 1, 2005. It is recommended that you seek the counsel of an attorney before signing these documents to ensure the document clearly expresses your wishes.
Link - B&C Checklist of Documents to Bring to Initial Meeting
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To better prepare you for an initial meeting with one of 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.
Link - B&C Crisis Checklist Form
- Link
- B&C Estate Planning Guide
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Information on estate planning prepared by B&C.
Link - B&C Estate Planning Worksheet
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Worksheet to assist B&C in preparing your estate planning documents.
Link - Common Estate Planning Term Definitions
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- Elder Law Answers
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Guide for answers to questions related to estate and long term care planning.
Link - Estate Planning 101
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Basic information on estate planning including a checklist of steps to take in creating an estate plan, a look at the key benefits of estate planning, and information on what happens if you die without having an estate plan in place.
Link - Estate Planning Resources for Consumers
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Miscellaneous information on estate planning resources and links.
Link - Estate Tax Calculator
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Calculate your estate tax.
Link - IMPORTANT POWER OF ATTORNEY ALERT - 2009!
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Drastic changes that have occurred in New York’s Power of Attorney law. This document highlights the major changes.
Link - Living Will & Health Care Proxy
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Each state has its own version of a Living Will or Health Care Proxy. The Caring Connections website of the National Hospice and Palliative Care Organization has all 50 state forms available free at this link.
Link - Reasons to Update Your Will & Estate Plan Documents
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There are many reasons to review and update your will and other estate planning documents. See this checklist of events that may prompt you to do so.
Link - Trusts Overview
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Trusts are estate-planning tools that can replace or supplement wills, as well as help manage property during life.
Link - Veteran’s Administration
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Veteran's Benefits
Link - What 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".Link
- Albany County Surrogate’s Court
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In New York State, the administration of a deceased person's estate comes under the jurisdiction of Surrogate’s Court. The Court oversees the proceedings in order to ensure that the assets of the estate are managed and distributed in accordance with New York State law and/or the decedent's wishes.
Link - Answers to your probate questions …
- Burke & Casserly, P.C. provides answers to your general elder law, trusts and estates, wills, probate and asset protection questions in an online video format. Click the link and select the question(s) you would like answered!Link
- B&C Checklist of Documents to Bring to Initial Meeting
-
To better prepare you for an initial meeting with one of 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.
Link - B&C Crisis Checklist Form
- Link
- Fulton County Surrogate’s Court
- Link
- Rensselaer County Surrogate’s Court
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- Saratoga County Surrogate’s Court
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- Schenectady County Surrogate’s Court
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- Warren County Surrogate’s Court
- Link
- Academy of Special Needs Answers
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Find articles, resources, news and community groups relative to special needs planning.
Link - B&C Checklist of Documents to Bring to Initial Meeting
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To better prepare you for an initial meeting with one of 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.
Link - Columbia County ARC
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- Exceptional Parent Magazine
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- New Visions (formerly Albany County ARC)
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- NYS Off. of Mental Retardation & Developmental Disabilities
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- NYS Office of Mental Health
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- NYSARC, Inc.
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The largest not-for-profit organization serving individuals with intellectual and other developmental disabilities and their families.
Link - Rensselaer ARC
- Link
- Saratoga Bridges (Saratoga ARC)
- Link
- Schenectady ARC
- Link
- Spirit Magazine
- Link
- Ulster and Greene County ARC
- Link
- Financial Planning and Retirement
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When it comes to money, planning is where it all begins. Everything you do with money requires a plan, whether you realize it or not.
Link - Social Security Retirement Planner
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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.
Link - New York State Division of Corporations
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Provides information on incorporating in New York State.
Link - New York State Loves Business
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Resource for information for all businesses in New York State.
Link - NYS Office of the Professions
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A site for professional corporations.
Link - Search Corporate Name Availability
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The first step in the incorporation process is to make certain that the name you have selected for your entity is not currently in use by another corporation. This site allows you to search for corporate name availability.
Link - Small Business Administration
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Programs and services to help you start, grow and succeed in business.
Link - Albany County Clerk’s Office
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Access to public records such as deeds and mortgages at the Albany County Clerk's Office.
Link - Better Business Bureau (Upstate NY)
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- Find a Home … Multiple Listing Service
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MLS.com is a free MLS search to find real estate MLS listings for sale by Realtors® and other realty professionals that are members of your local MLS Multiple Listing Service. MLS.com also features real estate news, common real estate questions and answers, real estate classes, mortgage information and a mortgage calculator.
Link - Greene County Clerk’s Office
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Access to public records in Greene County.
Link - New York City Dep’t of Finance (ACRIS)
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- New York State Dept of Taxation and Finance
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- New York State Office of Real Property Services
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- NYS Association of Realtors
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Source of information for realtors.
Link - Real Estate News & Information
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Find information here about market conditions, mortgages, real estate growth and trends and much more.
Link - Schenectady County Public Records
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Access to public records in Schenectady County.
Link - Site for National Association of Realtors
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- Warren County Clerk’s Office
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Access to public records in Warren County.
Link
Elder Law
Estate Planning - Wills & Trusts
Estate & Trust Administration
Special Needs Planning
Financial, Investment & Retirement Planning
Corporate & Business Planning
Real Estate
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