When a Client Wants to Thank Their Caregiver: A Guide to Ethical Estate Planning
It's not uncommon for caregivers to develop close bonds with their clients. Sometimes, a client may even wish to express their deep appreciation by leaving a portion of their estate to their caregiver in their will. This can be a truly touching gesture, but careful planning is crucial to avoid any legal challenges or family conflict down the road. Here's why navigating this situation with care is essential: