Planning for Life’s Journey
Resources & Links
Burke & Casserly, P.C. Worksheets & Document Checklists
Burke & Casserly Asset, 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. Hint: If you download the file, it is a fillable form!
Link to Asset, Income & Liability Worksheet
Burke & Casserly Estate Planning Worksheet
To prepare for your estate planning consultation, this worksheet will help you identify your fiduciaries (designated agents), beneficiaries and your estate’s value. Hint: If you download the file, it is a fillable form!
Link to Estate Planning Worksheet
Burke & Casserly Prospective Client Intake Sheet
In the event you should decide to retain Burke & Casserly, P.C. to represent you in your legal matters, we would appreciate you taking the time to provide us with the following information to ensure accuracy of our records. Hint: If you download the file, it is a fillable form!
Link to Prospective Client Intake Sheet
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.
Link to Checklist for Initial Meeting
Burke & Casserly Medicaid Document Checklist
This checklist provides you with all documentation that will be required of you to deliver to the County Department of Social Services along with your completed Medicaid application. We recommend that once you find it necessary to begin the Medicaid application process (upon a loved ones admittance to a nursing home), you begin gathering the documentation identified on this list.
Link to Medicaid Document Checklist
Burke & Casserly Probate and Estate Administration Questionnaire
The first step in starting a Probate or Administration Proceeding is gathering the relevant information. The questions contained in this document will assist us in having the necessary information to begin the process.
Link to Probate & Estate Admin Questionnaire
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.
Link to Advance Directive & Guardianship Info
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.
Link Crisis Checklist Form for Clients
Legal Update for Veterans and Family Members
Effective October 18, 2018 new regulations have been imposed by The United States Department of Veterans Affairs (the “VA”) to Aid and Attendance Benefits for Veterans and their family members. Click the link below to read more about the changes and how they may affect you or your loved ones.
Link to Legal Update for Veterans
List of Seminar Topics B&C Attorneys Conduct in the Community
Other Resources
Alzheimer’s Association – Northeastern New York Chapter
“The Northeastern New York Chapter of the Alzheimer’s Association serves a 17-county area in the northeastern most corner of New York State. These counties cover over 15,000 square miles, representing approximately 30% of New York State, and are home to 1.5 million people. It is estimated that 40,000 of the friends and neighbors living in this area have Alzheimer’s disease. As is the fact across the country, almost 80% of all persons who have Alzheimer’s live at home and are cared for by a family caregiver and 1 out of 3 adults personally know someone with the disease. This means that there are approximately ½ million people in the northeastern region of New York who need education, information and referral services and approximately 24,000 family caregivers who need support, respite care and an array of tools to help them with this difficult task.”
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.
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 for Community Living
“All Americans—including people with disabilities and older adults—should be able to live at home with the supports they need, participating in communities that value their contributions. To help meet these needs, the U.S. Department of Health and Human Services (HHS) created a new organization, the Administration for Community Living (ACL.)”
A public service of the U.S. Administration on Aging connecting 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.
Medicaid Managed Long Term Care (MLTC) Guide
This guide presents options for home care and other long term care services. It tells you who must join a plan and how the different plans work.
The Medicaid Reference Guide was designed for local social services districts in New York State. Its purpose is to assist districts in determining Medicaid eligibility for applicants/recipients.
Consumer information regarding Medicare.
This site is dedicated to Seniors as a guide to find there way through the Medicare maze. Find answers to your Medicare questions here.
The National Council on Aging partners with nonprofit organizations, government, and business to provide innovative community programs and services, online help, and advocacy.
Social Security Administration
Find information regarding retirement and retirement benefits, Medicare and other news regarding Social Security.
Veteran’s Administration for Veteran’s Benefits Information from the US Department of Veteran’s Affairs
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.”
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.
