Follow
Share
This question has been closed for answers. Ask a New Question.
Sounds like you may need a Caregiver Contract as well as a revision to her will.
You can read about that by searching in the search bar. Hope your Mother is okay.
Helpful Answer (8)
Report

Apologies, I ought to have read through all the comments before responding.

Daughter1959, really the time for your mother to be recognising your greater contribution to her wellbeing is now, while she's alive and you're doing it, rather than later and mingled with all of the lifetime's emotions that go into a will. Would she or you give thought to her paying you compensation for your time and care? Money can't buy love, of course, but it can represent respect for what you are doing.
Helpful Answer (7)
Report

Um, it's your mom's money, right? She can leave it to whomever she chooses.
Helpful Answer (6)
Report

I laughed aloud at this question.

Quite honestly. As outlandish bequests go, this just isn't one. Really? - are you that stunned by the idea of your mother considering her sister as worthy as her children?

Be grateful she doesn't care more about cats or political prisoners, is my advice.
Helpful Answer (6)
Report

It's her money. She can do whatever she wants. Some people leave it all to their dog and leave nothing to the kids.
Helpful Answer (5)
Report

If your mother has, or develops, a chronic/expensive illness such as dementia or COPD or cancer, there is very little likelihood of anybody receiving anything substantial in a will. Sorry. This is the new normal for middle class families.
Helpful Answer (5)
Report

I've heard of people having only grandchildren in their wills, skipping their children's generation. I've heard of people leaving only keepsakes to their children and willing everything else to a charity. I've heard of people leaving most of their property to the family member who took care of them, and much smaller amounts to other family members. People can do exactly as they please in writing their wills.

How did you find out what is in your mother's will? If Mother told you, did you ask her why she is doing it this way?
Helpful Answer (4)
Report

daughter1959, since you are in the Will along with your 2 sisters, just curious what do your sisters think about this... or doesn't it matter to them?

I would wait before taking your Mom to see her Attorney. Funerals are high emotions, and things will be said. I would wait for a cooling off, you never know your Mom and her half-sister would be back on speaking terms. That would save you and Mom 4 trips to the Attorney along with all the costs involved to have a Will changed, then later changed back.

It is not unusual for a parent to give equal amounts to each child whether that child is in their life or not. Or to leave money to siblings... remember even a half sibling had one same parent as your Mom.

I've heard of Wills where the son(s) get the bulk of the estate, and the daughter(s) get very little because the daughters are married and have husbands to take care of them.
Helpful Answer (4)
Report

Of course your mother can leave her money to anyone. But you in turn also have the freedom to do what you want (you don't have to take care of her).

jeannegibbs is totally correct in saying that people may not receive anything in a will, if the elder lives a long time and needs caregiver help or to live in a facility.

Time to negotiate a caregiver's contract, so you can be paid NOW for what you do for your mother. Sounds like no one else is doing anything, so YOU deserve compensation.

You don't have to say that you'd like money eventually to help your son and granddaughter because that opens the door to consideration of other possible heirs. Keep the focus on what YOU deserve, as the sole caregiver to your mother. How do you think your mother would react to this kind of discussion? 
Helpful Answer (4)
Report

First and foremost, the most important thing to do is to make sure your mom is taken care of now. That involves your time and inputs and mom really should pay for these things up front, as taxable income to you, and as reimbursements for expenses (not taxable to you) and payments to others for her needs (she can pay for a gas card at the grocery for your fill ups). If your mother had to go on Medicaid (only had house and $2k in bank) then you would have validly spent down her money as well.

What that does is pay you for your efforts right now so that when the heirs, whomever she picks, will be sharing the remainder of her estate. You will feel better about it overall because you will have taken care of mom and been paid for your time. As much as your siblings don't do, you won't complain as much if you are paid for your time. The siblings might not like it, but if you are POA you don't have to tell them who she's paying for what. That only occurs as the executor.

In your example of leaving her sis a set amount, in my state that amount comes out first and then the shares after. If the person has less than the set amount, that amount comes out first and then the shares get nothing. That might not be your case, but it happens so often with Memory Care sometimes costing over 10K a month that it is worth considering. Perhaps an estate planning attorney is in order if there is a large estate expected after all expenses.
Helpful Answer (4)
Report

See All Answers
This question has been closed for answers. Ask a New Question.
Ask a Question
Subscribe to
Our Newsletter