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Eddy & Schein In-Home Administrators for Seniors® provides management and coordination of personal, financial, legal and health insurance matters, thereby allowing seniors to continue to live independently. Our tagline “Life Keeping, Not Just Bookkeeping®” reflects the work we do with appropriate teams to help seniors enjoy a rich life. Since 2000, our company has worked closely with clients’ trusted advisors such as attorneys, financial advisors, insurance brokers, and accountants, providing assistance from the client’s home. If a client does not have a needed advisor, or wants to change, we help find the right person for the job. For executors of our client’s wills, Eddy...

Eddy & Schein In-Home Administrators for Seniors® provides management and coordination of personal, financial, legal and health insurance matters, thereby allowing seniors to continue to live independently. Our tagline “Life Keeping, Not Just Bookkeeping®” reflects the work we do with appropriate teams to help seniors enjoy a rich life. Since 2000, our company has worked closely with clients’ trusted advisors such as attorneys, financial advisors, insurance brokers, and accountants, providing assistance from the client’s home. If a client does not have a needed advisor, or wants to change, we help find the right person for the job. For executors of our client’s wills, Eddy & Schein works to provide necessary support in completing the affairs of the estate.

Our services include: bill paying, computerization of financial records, organization of family files, and management of medical and other insurance. We are well versed in all aspects of becoming Medicaid eligible and in working with Pooled Income Trusts, so we can assist clients and attorneys in gathering necessary materials.

Senior clients range from about-to-retire and need insurance advice to busy retirees who don’t have time to deal with day-to-day finances to seniors who, due to illness or deterioration in function, cannot handle their daily affairs. In addition, we have high net worth busy professionals who have hired us to oversee their personal day-to-day affairs.

I have an MBA from Yale School of Management. I was certified in November 2007 as a Professional Daily Money Manager through the American Association of Daily Money Managers. My business partner, Gideon Y. Schein, and I speak regularly and send out an e-newsletter on issues related to aging in place, building support teams for seniors, ways to prepare for the senior years, and support information for caregivers.