Stress-free, custom personal finance management for Seniors and their Families, and for Adults with Special Needs
who want objective, trusted perspective and advice that can help them reclaim time better spent with friends and family
Adult Children of Seniors
who may be dealing with busy schedules, time zones, technology, or emotions, all while reshaping their lives to include support and advocacy for their parents
Adults with Special Needs
who require administrative services for their personal finances as well as other life challenges
Protect and manage your personal finances with Eddy & Schein.
Reduce stress. Ease your mind. Enjoy your life.
As much as we wish life were simpler, personal finances, household accounts, insurance, Medicare, and Social Security all have to be analyzed and managed in a timely manner.
Whether you’re on your own or being helped by family members, we can help you stay ahead of the layers of complexity inherent in your life.
LifeKeeping offers the important administrative services of bill paying and financial organization. But we go further, creating and managing clear and simple, personalized plans based on a full assessment of all the demands of life.
Another aspect of LikeKeeping is how we become a trusted partner for the adult children of seniors. We provide clear and concise reporting and help prepare documents and records for the tax, legal, estate planning, and financial professionals retained by seniors or their children.
Like all Eddy & Schein offerings,
LifeKeeping is customized and managed to fit your needs.
Ask us about LifeKeeping.
This list of services is a starting point. We help determine which services will fit your needs and customize your personal finance organization and management plans.
Please click on each category to see all our Services.
Then give us a call.
Money management activities are performed digitally or manually, per your preference.
- Bill Paying
- Account Management – Checking, Savings, Credit Cards
- Detect, research, and resolve financial discrepancies
- Aid in preventing fraud and financial abuse
- Income/Expense Management
- Short- and long-term budgeting
- Personal balance sheets and expense reports
- Personal cash-flow analysis
- Spending priorities review
- Expense tracking
- Expense reduction options
- Debt-reduction strategies
- Creditor negotiation
- Organize Personal and Financial Documents
- Assist with Correspondence
- Assemble Documents and Reports
- Track and Record
- Tax deductions
- Paid taxes
- Medical payments and benefit reimbursements
- Charitable donations, including multi-year pledges
- Cost basis of assets
- Research, Review, Document, and Troubleshoot
- Retirement accounts
- Social Security benefits and payments
- Eligibility for government programs
- Medicaid benefits
- Veterans benefits
- Holocaust survivor pension
- Analyze income and assets for estate planning
- Asset Recovery
- Identify and redeem unclaimed funds
- Access old safe deposit boxes
- Plan and Policy Assessment
- Decipher policies and other documents
- Review existing plans – Medicare, supplemental, and prescription
- Apply for new/additional policies
- Prepare records and financial analysis for Medicaid applications
- Interface and Advocate
- Medicare and Medicaid
- Private insurance companies
- Prior authorization departments
- Pharmacy benefit managers
- Specialty pharmacies
- Medical billers
- Claims Assistance
- Submit and follow-up claims
- Verify and track reimbursements
- Appeal denials
- Manage long-term care and catastrophic insurance claims
- Referrals and Coordination
- Investment Advisors
- Financial Planners
- Mortgage Lenders & Reverse Mortgage Officers
- Insurance Brokers and Appraisers
- Realtors and Escrow Services
- Geriatric Care Managers
- Professional Organizers
- Funeral and Cremation Directors
- Downsize and work with professional organizers
- Coordinate with move managers
- Medical and geriatric care management planning
- Transportation and companionship management
- Assist with home health aide selection
- Analyze home health care payment options
- Advise about household employee payroll requirements
- Act as executor
- Identify beneficiaries
- Support executors/small estate administrators with financial organization
- Collaborate with attorneys
- Marshal assets
- Identify and access unclaimed funds and old safe deposit boxes
- Catalog artwork, antiques, treasures, etc.
- Facilitate appraisals and sales of valuables, such as artwork, jewelry, and property
Please call for a free phone consultation.
Tell us how we can help.
Serving the Tri-State Area
Looking for a different service focus?
For People Facing Life Transitions —
Divorced, Widowed, Newly Married, Young Adults on Their Own
For Active, Lifestyle-Driven,
of all Ages
LifeKeeping. Not Just Bookkeeping.®
Why we coined the term “LifeKeeping”
The term “LifeKeeping” came to mind after one of Gideon Schein’s sessions with a client who wanted to revive her tradition of writing a Christmas poem that she used with a photo to create her holiday card.
This was not the first time our work had taken us in directions that extended beyond finances, but that particular activity inspired new insights about the services we provide. Over the years, LifeKeeping has come to represent the ever-growing number of productive and affirming engagements we experience with our clients.
We help our clients live more enriched lives as their interaction with the world diminishes.
Just a few examples of LifeKeeping:
- Chatting with a client can lead to hearing concerns we can help with.
- Arranging for a companion to escort a memory-impaired client to the airport and through security so they can visit family or friends.
- Encouraging a client to attend the opera, theater, and concerts — and helping to make the accommodating arrangements.
- Helping a client enroll in a museum program.
- Taking a client to lunch.
- Arranging for a client to visit with friends or have friends visit.
- Attending a meeting with Human Resources to help smooth out an early retirement process and to negotiate the best package.
- Coordinating with family and professional advisors to make dream projects happen.
- Helping to get Christmas cards created, prepared, and mailed.
- Organizing and putting on a 90th (or even a 100th) birthday party.
- Introducing a client to a Geriatric Care Manager to establish a rapport and a baseline assessment — before a crisis occurs.
- Identifying when a client needs home health aides.
- Helping to maintain lines of communication between clients and their families.
- Assembling and coordinating teams of professionals specific to a client’s needs to ensure the best possible care.
- Making sure a client has all the legal documents (Power of Attorney and Health Care Proxy) necessary to allow for support when the time comes.