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Selecting a Medicaid Pooled Income Trust
Using a Pooled Income Trust to qualify for Medicaid coverage. Several of our clients are concerned about their ability to continue receiving care at home…
Employee Benefits and Financial Security
As your young adult embarks on their professional journey, it becomes imperative to guide them through crucial decisions regarding employee benefits, retirement savings, and insurance.…
Navigating Major Financial Decisions
As young adults leave home, their two most important financial decisions will revolve around their largest expenses – housing and possibly transportation. Your task is…
Nurturing Financial Wisdom and Money Management
What Would You Tell Your Younger Self about Money Management? Whether your children are facing life’s financial journey as recent college graduates, starting their first…
Undermining a POA Could Lead to Guardianship
Attorneys and Daily Money Managers (DMMs) encourage individuals (principals) to prepare estate plans. This process includes appointing an agent under Power of Attorney, well in…
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…
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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…
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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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