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Pre-Planning to Avoid Guardianship
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…
- Divorce |
- LifeArc |
- Personal Finances |
How to Handle Personal Finances After Divorce
by Ian Steinberg, a matrimonial and family law attorney with Berkman Bottger Newman & Schein, and Arlene Glotzer, Managing Director at Eddy & Schein Group…
Working with Professional Advisors
When helping a family member or friend with their personal finances, you may meet with their investment managers, accountants, attorneys, and other professionals. Comprehensive information…
- Aging Relatives |
- Financial Organization |
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An Estate Executor’s Financial Challenges:
Estate Assets
As an executor, your responsibility is to identify all assets. One of your first priorities will be to locate and secure the belongings and finances…
An Estate Executor’s Financial Challenges:
Debts, Bills & Banking
An estate executor is responsible for managing the estate’s finances. This includes opening a bank account specifically for the estate and collecting any money owed…
An Estate Executor’s Financial Challenges:
Checks Received After a Death
Whether a decedent has a sizable estate or not, there are times when checks come in that have no home. If the decedent’s assets were…
An Estate Executor’s Financial Challenges:
The Basics
If you’ve been appointed to be an estate executor, your job is to manage the estate’s financial affairs and carry out the deceased person’s final…
What You Can Learn from Analyzing Your Tax Return
Now that your taxes are prepared and ready to file, consider one more valuable step… analyzing your tax return. It’s a good opportunity to let…
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Videos
An interview with Eddy & Schein's Managing Director, Arlene Glotzer, entitled "What are Daily Money Managers and What Do They Do?" is featured on "Solo and Smart," Carol Marak's channel for adults facing potential risks of growing older alone.
Rebecca Eddy in conversation with Ella Newman (Norton Advisory Group) about Eddy & Schein's story and services.
Rebecca Eddy speaks about personal finances management for seniors.
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