Skip to Content

We are a Veteran Owned Business, providing 20% discounts for Veterans, First Responders, Elementary and High School teachers. 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

How do I reimburse my daughter for the time she is spending taking care of me?

Posted on Mon Jan 18, 2016, on Estate Planning

From our “Ask a Question” Mailbag: Delaware County Elder Care Reimbursement Planning

Most Recently Updated August 8, 2018.

“Though always independent, I recently have been diagnosed with a terminal illness and had to move into my daughter’s Delaware County house. I can’t do much for myself anymore and have to rely on my daughter. She is spending a great deal of her time caring for me and she has had to pay for several things out of her own pocket. I want to treat my children equally, but my two sons are very busy and are not able to help, so the work falls all on my daughter. I feel that I need to repay her for all this work at my death, what can I do?”

Sell Estate Property Without Beneficiary Approval

Estate Planning Attorney, Tatyana Gleyzer. Delaware County Elder Care Reimbursement Planning

Delaware County Elder Care Reimbursement Planning

This situation is coming up more and more often. It certainly can end up causing bad feelings, conflict and even litigation between siblings. The best option is to make a decision now, while you are still able to explain yourself clearly, and put the decision in writing. One option is to give your daughter a larger share in your Will. Your EstatePlanning Attorney can work with you to clearly spell out the amount that you wish to leave her and can be the witness after your death to disprove any suspicion that your daughter exercised undue influence on you to make the change.

Better yet, it would be good to let your sons know your wishes and document them now. By doing this, there is no surprise (and suspicion) after your death. You could also create an employer/employee relationship in writing with your daughter specifying how she is to be paid for her time. Then, at your death, she will become a creditor to your estate. Your estate planning attorney can help you with this agreement to make sure it reflects your wishes and to be a witness that this arrangement was not entered into under the undue influence of your daughter. Again, it would be best if you felt comfortable telling your sons now that you have this arrangement and that it is your wish that their sister be paid for her time. That will defuse possible future bad feelings that your sons might have.

More Planning Questions?

Delaware County Elder Care Reimbursement Planning 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: Delaware County Elder Care Reimbursement Planning

I hope that this article was helpful in explaining Delaware County Elder Care Reimbursement Planning. 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:

Delaware County, Elder Care, Estate Planning, Estate Planning Attorney, Estate Planning Lawyer, Pennsylvania

What Our clients are saying

Klenk Law Logo
Stars

I have worked with Peter Klenk & his associates for some time now and I have found them to be ultra-qualified, knowledgeable and diligent about their work. I highly recommend them.

Klenk Law Logo
Stars

I saw four lawyers and was told by all of them; I should just forget contesting my mother's will. I knew what happened, but it is very hard to prove undue influence. I contacted the Law Offices of Peter L. Klenk & Associates. Attorney Amanda DiChello took my case. They were very honest and upfront about what would be involved trying to prove what I knew was true. Attorney DiChello may be young but she is extremely knowledgeable and skilled. She listened and understood what I conveyed to her. She knew exactly what information to use and crafted an outstanding interrogatory and many powerful depositions. Attorney DiChello understood the various emotional feelings this case created for my family and me; she was always there for us with a kind and encouraging word. We went to trial. The amount of work which she and her Paralegal did for the trial was incredible. They both knew my case inside and out! Attorney DiChello's powerful interrogative and thinking skills produced a positive outcome. Attorney DiChello did what other seasoned lawyers said was impossible!

Klenk Law Logo
Stars

Peter explained a complex subject very clearly, helped us to decide the best approach to managing our estate and then made it very easy for us to execute the required documents. He will be a valuable resource for years to come and clearly has a great understanding of estate law that will lead to innovative solutions for us. I would unhesitatingly recommend him for estate planning.

Klenk Law Logo
Stars

Professional, cheerful, thorough and fast. Peter responded to my request for a consultation right away, and within just a few days my last will and living will were done. Rates are standard.

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.