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Eileen Lee Breger

Eileen Lee Breger Writes “10 Things I know about … Protecting your family’s money” for the Worcester Business Journal

By Eileen Y. Lee Breger • March 8, 2022

It is important to plan for how a family’s wealth will be managed in certain situations, such as someone becoming incapacitated, two partners divorcing, someone having special needs, or someone who has substance abuse problems. In the Worcester Business Journal, Eileen Lee Breger discusses actions to take in various situations to protect your family’s money. Here is an excerpt:

10) Plan for the worst. Make sure your money will never go to scam artists or angry creditors, or be wasted unnecessarily on long-term care.

9) Don’t go it alone. All adults need a durable power of attorney, who is a person legally authorized to manage their affairs if they become incapacitated.

Continue reading “10 Things I know about … Protecting your family’s money” on the Worcester Business Journal website.

Categorized: Estates

Tagged In: estate planning, wealth

About the Authors

Eileen Y. Lee Breger

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Eileen Y. Lee Breger

Eileen Y. Lee Breger concentrates her practice on estate planning, tax strategies, special needs planning, long-term care planning, and estate and trust administration. As an attorney, she takes a practical and personalized approach and frequently works with:

Families on their estate planning, including blended families
High net-worth families in need of asset protection, business succession planning and gift and estate tax strategies
Families providing for special-needs family members
Elders in need of long-term care planning
Personal Representatives and trustees on probate matters, estate settlement and ongoing trust administration.

Stay Connected

More Posts by Author ›

About the Authors

Eileen Y. Lee Breger

Stay Connected

Associate

Eileen Y. Lee Breger

Eileen Y. Lee Breger concentrates her practice on estate planning, tax strategies, special needs planning, long-term care planning, and estate and trust administration. As an attorney, she takes a practical and personalized approach and frequently works with:

Families on their estate planning, including blended families
High net-worth families in need of asset protection, business succession planning and gift and estate tax strategies
Families providing for special-needs family members
Elders in need of long-term care planning
Personal Representatives and trustees on probate matters, estate settlement and ongoing trust administration.

Stay Connected

More Posts by Author ›