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Helping Senior Parents Organize for 2020 Tax Preparation
Useful tips for supporting aging parents with tax record keeping and documents. Each year, particularly at tax time, more and more adult children of aging…
- Aging Life Care Managers |
- Aging Relatives |
- Assisted Living |
- In-Home Care |
- LifeKeeping |
- Seniors |
Evaluating Senior Living Options during the COVID-19 Pandemic
Considerations for three main senior living options during the pandemic. In our work as Personal Finance Managers, we are often asked to help evaluate the…
Are You Going to Preserve Your Quarantine-Learned Financial Behaviors as the American Economy Re-Opens?
The COVID-19 pandemic and resulting U.S. economic downturn have inspired considerable reflection about our sense of financial security. For those who lost jobs and income,…
- Aging Relatives |
- Financial Organization |
- LifeArc |
- LifeKeeping |
- LifePace |
- Medicaid |
- Retirement |
- Services |
CARES Act and Your Retirement Opportunities
The CARES Act stimulus legislation passed this Spring offers tax opportunities for certain retirees. As part of the stimulus legislation to combat the economic effects…
Providing Our Clients Continuity During COVID-19
Working remotely is not new for Eddy & Schein Group. While we miss visiting clients in their homes as we practice social distancing, we continue…
Geriatric Care Managers and Home Health Aides: Our Heroes
In the midst of the global pandemic, very few people remain unaffected. With so many communities being encouraged to remain indoors and maintain social distancing,…
- Aging Relatives |
- Funerals |
- LifeArc |
- LifeKeeping |
- LifePace |
- Medicaid |
- Seniors |
Should I Pre-Plan My Funeral?
Some of the common situations seniors and their loved ones encounter when considering funerals and burials lead to many questions. Any of these scenarios could…
Daily Money Managers Help Seniors with Financial Administration
Think of the mail coming into your home. Almost every day there comes something new to add to your To-Do List – bills to pay,…
Daily Money Managers: Agents Under a Power of Attorney, Trustee or Executor
Have you been struggling to identify trustworthy people to act as agents under power of attorney (POA), trustees or executors for yourself, your loved one…
Planning for Life’s Unexpected Turns
When we are young and fearless, not yet aware of our own mortality, we do very little forward planning. However, as we grow older and…
Health Care Proxy & Power of Attorney: The Roles & The Responsibilities
William is a man in his mid-seventies. Last summer, his family and Gideon Schein convinced William to have a Will, a Power of Attorney, and…
- Aging Life Care Managers |
- Aging Relatives |
- Home Health Care |
- In-Home Care |
- LifeKeeping |
- Rehab |
- Seniors |
Coming Home from Rehab: A Checklist for Success
When Robert had a stroke, and we were informed that he was in rehab, we suggested the family hire a Geriatric Care Manager to help…
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