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- Aging Relatives 35
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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. Discussions about financial well-being are…
- Eddy & Schein Group|
- March 5, 2024|
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 to help your child understand…
- Eddy & Schein Group|
- February 22, 2024|
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 job, or even in an…
- Eddy & Schein Group|
- January 25, 2024|
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 advance of a possible loss…
- Sally Pfeiffer|
- October 29, 2023|
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 has not selected an agent…
- Sally Pfeiffer|
- October 28, 2023|
- 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 Once your divorce is finalized…
- Sally Pfeiffer|
- October 28, 2023|
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 and timely interaction with these…
- Eddy & Schein Group|
- October 19, 2023|
- Aging Relatives |
- Financial Organization |
- Life Insurance |
- LifeKeeping |
- Personal Finance Management |
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 of the deceased person to…
- Eddy & Schein Group|
- October 1, 2023|