Downloads & Websites
Eddy & Schein Group offers articles, tips, and websites for your reference.
- ARTICLE
- TIPS & FACTS
- WORKSHEET
- WEBSITE
Most of these downloadable documents are PDFs and can be viewed in Adobe Reader.
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Organizing, Budgeting & Planning
- Drowning in Paper? Hire a Specialist
- Why You May Need a Personal Finance Manager
- Important Documents Checklist
- Financial Planning Annual Limits
- 10 Mistakes to Avoid in Personal Finance Management
- Sample Net Worth Statement
- Third Party Notification Tracking - PDF to print out and write on
- Third Party Notification Tracking - Word document to fill-in digitally
- Developing a Thoughtful Plan for Philanthropic Giving
Estate Planning & Management
- Preparing to Write Your Will
- Important Documents Checklist
- 10 Mistakes to Avoid in Personal Finance Management
- Financial Planning Annual Limits
- Executor Responsibilities
- When Someone Dies
- Sample Net Worth Statement
- Third Party Notification Tracking - PDF to print and write on
- Third Party Notification Tracking - Word document to fill-in digitally
Taxes
Expand your Financial Literacy.
Learn more in our videos.
Helping Seniors
- Drowning in Paper? Hire a Specialist
- Elder Law Attorneys and Daily Money Managers: A Unique Relationship to Help Seniors in the 21st Century
- Engaging A Team of Senior Specialists
- A 10-Point Plan for Making Your Senior Years Easier
- Developing a Thoughtful Plan for Philanthropic Giving
- Strategies for Keeping Seniors Connected
- Recognizing Cognitive Impairment and Financial Scams
- Communicating with Aging Parents
- Preparing for “The Talk” with Elderly Family Members
- Making the Holidays a Time for Joyful Sharing
- Engaging Your Relatives: Building Your Family Tree and Learning Your Family’s Stories
- Preparing for Homecoming from Hospital or Rehab
- National Council on Aging (NCOA)
- Family CareGiver Alliance
- NIH - Geriatric Care Managers
- Greater New York Chapter of the National Association of Professional Geriatric Care Managers
- Senior Housing Net
- Housing and Mortgage for Seniors
- National Academy of Elder Law Attorneys
- New York State Bar Association Elder Law Section