Blog: November 2015

Eddy & Schein Celebrates 15 Years of Service!

{4:35 minutes to read} The first seed of Eddy & Schein, Inc. was planted in 1990 when Rebecca was hired by a friend to pay bills while she and her husband were out of the country for six months. She has been Rebecca’s client ever since. Meanwhile, Gideon was caring for his ailing mother, and subsequently her best friend, which was the impetus that led him to take on his first paying client.

Rebecca and Gideon, colleagues in another line of work, shared insights on best practices for clients with each other, and out of that collaboration grew their new company, Eddy & Schein. It was incorporated in November of 2000.

Daily Money Managers: Agents Under a Power of Attorney, Trustee or Executor

{4:35 minutes to read} Have you been struggling to identify trustworthy agents under power of attorney (POA), trustees or executors for yourself, your loved one or your clients? 

With an aging population in which many people don’t have adult children or younger friends to whom they can turn, there is a growing need for people who can be fiduciaries. Some Daily Money Managers (DMMs) who choose to perform these duties and are properly insured, may be the right choice as fiduciaries.

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