Skip to Content

We are a Veteran Owned Business, providing 20% discounts for Veterans, First Responders, Elementary and High School teachers. We remain open during the shutdown period, so please contact us to set up a phone or Zoom meeting. Taking care of you and your family, It's What We Do!

Klenk Law

What if my children misinterpret my intentions when they read my will?

Posted on Mon Jan 11, 2016, on Estate Planning

From our “Ask a Question” Mailbag: Gifting to a Caregiver in a Will

Most Recently Updated August 1, 2018.

“My caregiver has been with me for over two years and is a saint. I want to give her a gift in my will, but I am worried my children will think that this was her idea and try to stop the gift. What do you suggest?”

Probate Lawyer Cherry Hill, NJ

Gifting to a Caregiver in a Will

Gifting to a Caregiver in a Will

You are correct to be concerned, as caregivers are often in a position to use undue influence to get ill patients to give them gifts. If your children decide to challenge the gift, it could delay your estate and create a court battle that would only be expensive for all involved.

I suggest that you meet with an estate planning lawyer who also has experience with estate litigation. This dual experience will help your lawyer avoid future conflict. He or she will know what problems can result from sloppy work in making this will change. The lawyer will then help add the clause to your will, and also be available to testify in the future about your mental state if your children believe that your caregiver was behind the gift. Your caretaker should not be present for any of this.

I understand that you wish to keep your financial plans private, but it would also be a good idea to tell your children about the gift now, while you can explain your intent.

More Planning Questions?

Gifting to a Caregiver in a Will is only a piece of the Estate Planning process. By all means, if you want to learn more, please read my more detailed article, Estate Planning Everything You Need to Know.

In Conclusion: Gifting to a Caregiver in a Will

I hope that this article was helpful in explaining Gifting to a Caregiver in a Will. Further, I included links to even more detailed information on my website so you can learn more. Therefore, please contact me and let me know how I did. Certainly, your comments and questions are welcome!

Let our Estate Planning lawyers help walk you through what can be a confusing process. To begin with, call to speak to one of our experienced estate planning lawyers.  By all means, our lawyers are ready to answer your questions. In fact, feel free to contact our office for a free consultation. Ultimately our goal is to make the process as painless as possible!

Wills, Trusts, Probate, and Estate Litigation, It’s All We Do!

 

Tags:

Estate Planning, Estate Planning Attorney, Estate Planning Lawyer, Gifting Strategies, Pennsylvania, Philadelphia

What Our clients are saying

Klenk Law Logo
Stars

Peter Klenk is an extraordinary attorney with positive guidance and knowledge for all of your Trust and Estate needs. We have used him for over 20 years.

Klenk Law Logo
Stars

Fantastic customer service. Very personable and most importantly they provide great explanations of what is required based on your individual needs. Highly recommend Klenk Law for anyone that needs to create a will and estate documents.

Klenk Law Logo
Stars

Peter and his associates made things easy for us.

Klenk Law Logo
Stars

We recently used Peter's firm to update our wills and trusts. We found he and his staff to be well-informed, professional and highly efficient. And equally valuable, Peter explains the law in terms that a layperson can readily understand.

Klenk Law Logo
Stars

Peter has done our family's trust and estate work since our children were born. He is not only extremely knowledgeable and honest but makes sure that our arrangements remain current with the changing legal landscape. I would give him my highest recommendation as a professional in his field.

Let us put our expertise to work for you.

Free consultation within 24 hours.