If a person is deemed incompetent, ideally, their agent under Power of Attorney (POA) or their trustee will handle their financial matters. If the person has not selected an agent or trustee, they may end up in guardianship. Under guardianship, an individual loses their legal rights, and their decision-making rights are restricted. The court-appointed guardian […]
by Ian Steinberg, a matrimonial and family law attorney with Berkman Bottger Newman & Schein, and Arlene Glotzer, Managing Director at Eddy & Schein Group Once your divorce is finalized and you are transitioning into a “new normal,” your role in your financial life may change. If you were the “monied spouse” and never paid
Kerry Fogarty, BSN, RN, serves as the Daily Money Manager at Eddy & Schein Group. She has combined two successful career paths – finance and nursing – to assist our clients in living their most comfortable, worry-free lives. Kerry provides sound financial plans based on each client’s life stage and their needs for aging in
