{"id":12915,"date":"2024-04-21T06:00:55","date_gmt":"2024-04-21T11:00:55","guid":{"rendered":"https:\/\/legaltalktexas.hammerle.com\/?p=12915"},"modified":"2025-06-18T12:33:20","modified_gmt":"2025-06-18T17:33:20","slug":"maneuvering-through-sibling-relationships","status":"publish","type":"post","link":"https:\/\/hammerle.com\/legaltalk\/estate-planning\/maneuvering-through-sibling-relationships\/","title":{"rendered":"Maneuvering Through Sibling Relationships: Careful Planning and Communication"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Forty years of <\/span><a href=\"https:\/\/hammerle.com\/practice-areas\/estate-planning-probate\/estate-planning\/\"><span style=\"font-weight: 400;\">estate planning<\/span><\/a><span style=\"font-weight: 400;\">, <\/span><a href=\"https:\/\/hammerle.com\/practice-areas\/estate-planning-probate\/guardianship\/\"><span style=\"font-weight: 400;\">guardianship<\/span><\/a><span style=\"font-weight: 400;\">, and <\/span><a href=\"https:\/\/hammerle.com\/practice-areas\/estate-planning-probate\/probate\/\"><span style=\"font-weight: 400;\">probate<\/span><\/a><span style=\"font-weight: 400;\"> have given me an interesting perspective on sibling relationships. I have seen siblings at their best and their worst.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">I have seen siblings cope with craziness, vindictiveness, and <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/estate-planning\/how-can-i-leave-you-a-mess-let-us-count-the-ways\/\"><span style=\"font-weight: 400;\">poor-to-no estate planning<\/span><\/a><span style=\"font-weight: 400;\"> by their parents. I have also seen them work together seamlessly. I\u2019ve seen thoughtful parents who do everything they can to minimize conflict, and I\u2019ve seen careless parents who, intentionally or negligently, set their children up for failure.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">I have had more contested cases that involve siblings than I care to admit.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">The Switch from Child to Caregiver<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">I have personal experience with siblings, being a middle child with an older brother and a younger sister. My siblings and I successfully worked through caregiving for our mother crippled with dementia and our father stricken with fatal cancer.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You could say that I\u2019ve seen siblings from both sides now.\u00a0 This column shares the conclusions and recommendations from my perspective.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When a parental relationship flips from parents caring for children to children caring for parents, the world goes askew. Siblings who did not have to work together are suddenly thrust into decision-making roles. Bossy siblings naturally rush to the forefront. Bully siblings edge everyone else out of the way.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">The Importance of Estate Planning<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The important thing to remember is checks and balances. Parents who do an estate plan \u2013 a <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/wills-trusts\/this-is-what-you-need-to-know-before-signing-a-will\/\"><span style=\"font-weight: 400;\">will<\/span><\/a><span style=\"font-weight: 400;\"> and ancillary documents \u2013 can set this up.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Co-Agents<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If you are a parent, then never, ever, name siblings as co-agents. Do not name them as co-executors, co-agents under the <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/estate-planning\/5-important-steps-for-durable-power-of-attorney-agent\/\"><span style=\"font-weight: 400;\">power of attorney<\/span><\/a><span style=\"font-weight: 400;\">, or co-trustees. If you do, then you are pitting them against one another.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Separate Powers<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Do separate powers. Naming one sibling as a <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/estate-planning\/choosing-your-financial-or-medical-agent\/\"><span style=\"font-weight: 400;\">financial agent<\/span><\/a><span style=\"font-weight: 400;\"> and a different sibling as a medical agent gives you 2 children who are working together to make decisions in your best interests.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Never pit your children against each other. It might be amusing, but it destroys the sibling relationship and could result in guardianship for you.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Name a Disinterested Third Party, If Necessary<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If you have a child who cheats, steals, has a criminal history or a mental illness, or is married to someone who does, then don\u2019t name that child as an agent. Consider setting up a <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/wills-trusts\/different-types-of-trusts-in-estate-planning\/\"><span style=\"font-weight: 400;\">trust<\/span><\/a><span style=\"font-weight: 400;\">, and funding it, so that the child does not have a say in the management of your assets. It is not fair to saddle your other children with having to fend off bad behavior.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you don\u2019t have a child you trust, then name a disinterested third party as your agent or trustee.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Tips for Siblings Handling an Estate<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">For siblings, the recipe is simple.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Approach your role as a job. A lot of advice columns recommend constant communication with your siblings, but that is a bad idea if your sibling has a criminal history, nefarious intent, or a mental illness. None of the following 4 recommendations apply in that case.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">1. Keep Your Siblings Informed<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Your parents trusted you to make the final decision because they had to choose someone. Do not interpret that as a signal to cut out your siblings. Share the <\/span><a href=\"https:\/\/hammerle.com\/legaltalk\/estate-planning\/magnificent-seven-necessary-estate-planning-documents-you-should-have\/\"><span style=\"font-weight: 400;\">financial and medical information<\/span><\/a><span style=\"font-weight: 400;\"> and ask for a consensus before a decision is made. It is lonely when the buck stops with you.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">2. Consistent Communication<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Do not cut your siblings off from communication with your parents.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">3. Correctly Use the Money<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Do not use their money for your purposes.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">4. Keep Perspective<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Siblings start the grieving process when a parent starts declining. Everyone grieves differently. Forgive the sharp words and turn your grief toward helping your parents and family. Emotion among siblings is normal.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Siblings are for life.<\/span><\/p>\n<h2><span style=\"font-weight: 400;\">Estate Planning is Simple With Hammerle Morris Law Firm<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Our experienced attorneys can help with your <\/span><a href=\"https:\/\/hammerle.com\/practice-areas\/estate-planning-probate\/\"><span style=\"font-weight: 400;\">estate planning<\/span><\/a><span style=\"font-weight: 400;\"> and ensure your children know their roles. Make your will as straightforward as possible and preserve those important sibling relationships. <\/span><a href=\"https:\/\/hammerle.com\/lewisville-attorney\/#form\"><span style=\"font-weight: 400;\">Contact<\/span><\/a><span style=\"font-weight: 400;\"> the experts at Hammerle Morris Law Firm today.\u00a0<\/span><\/p>\n<p><i><span style=\"font-weight: 400;\">Virginia Hammerle is an accredited estate planner and represents clients in estate planning, probate, guardianship, and contested litigation. She may be reached at <\/span><\/i><a href=\"mailto:legaltalktexas@hammerle.com\"><i><span style=\"font-weight: 400;\">legaltalktexas@hammerle.com<\/span><\/i><\/a><i><span style=\"font-weight: 400;\">. This blog contains general information only and does not constitute legal advice.<\/span><\/i><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Forty years of estate planning, guardianship, and probate have given me an interesting perspective on sibling relationships. I have seen siblings at their best and their worst. I have seen siblings cope with craziness, vindictiveness, and poor-to-no estate planning by their parents. I have also seen them work together seamlessly. I\u2019ve seen thoughtful parents who [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":12916,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1224],"tags":[],"class_list":{"0":"post-12915","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-estate-planning"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Maneuvering Through Sibling Relationships | Hammerle Morris Law Firm<\/title>\n<meta name=\"description\" content=\"Learn why separate powers and clear communication are essential for maintaining sibling relationships during estate planning.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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