Co-Founder in 1988 of the Albany, NY based law firm Burke & Casserly, P.C., Timothy E. Casserly, Esq., CFP® provides extensive experience in, and devotes his time and practice to, planning services for individuals, families and businesses. With personal attention, Tim provides a customized legal solution to his clients using planning tools like Wills and Trusts, Powers of Attorney, Living Wills and Health Care Proxies to provide for financial security. With elder law strategies, he is able to help families preserve their assets, and provide valuable advice and services related to long-term care and Medicaid planning and applications. If a plan is not in place for a loved one, it sometimes becomes necessary to conduct guardianship proceedings and Tim guides his clients through those troubling times. Our client's are often business owners and we provide corporate and business succession planning solutions as well as financial, retirement and tax planning. The death of a loved one is an emotional and stressful time. Tim and his team provides compassionate advice and guidance during a trust or estate administrations proceeding to ease the family's burden.
In addition to his Juris Doctorate, Tim utilizes his Certified Financial Planner TM designation to provide wealth management and investment advisory services via Arista Wealth Advisors, Ltd., a Registered Investment Advisor (RIA) with the Securities and Exchange Commission of which Tim is a founding member and president.
Admitted 1985, New York
Professional Webpage: www.burkecasserly.com/our_team/timothy-e-casserly/
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