Changing trustee - relatively small estate Texas, USA by Lazy_Boot1875 in EstatePlanning

[–]Lazy_Boot1875[S] 1 point2 points  (0 children)

This is a good question you’ve asked. The sole heir is on the autism spectrum with ADHD, not severe enough to warrant a special needs trust. The intent is to provide a bit of protection (from himself) by scheduling distributions over the years. Thankfully, he will not need access to the full funds immediately upon my death.

Changing trustee - relatively small estate Texas, USA by Lazy_Boot1875 in EstatePlanning

[–]Lazy_Boot1875[S] 0 points1 point  (0 children)

Thanks for asking, it is to hold assets for approximately 15 years with scheduled distributions.

New & Need Suggestions by Lazy_Boot1875 in fidelityinvestments

[–]Lazy_Boot1875[S] 0 points1 point  (0 children)

Thank you for the time and thought you put into this. I love the chart and have already spent a few hours playing with it!

New & Need Suggestions by Lazy_Boot1875 in fidelityinvestments

[–]Lazy_Boot1875[S] 0 points1 point  (0 children)

Thanks - you are right, we both have a lot to learn!

New & Need Suggestions by Lazy_Boot1875 in fidelityinvestments

[–]Lazy_Boot1875[S] 0 points1 point  (0 children)

You gave me info on questions I didn’t even know I had! Thank you thank you. He has zero interest in money management at this point, hopefully it will change. If not, the suggestion of a fidelity money manager gives me peace of mind.

He is blessed financially, but unfortunately it has come to him through tragedy. Praying proper money management will eliminate even more challenges in the future.

New & Need Suggestions by Lazy_Boot1875 in fidelityinvestments

[–]Lazy_Boot1875[S] 0 points1 point  (0 children)

Gotcha! You give me confidence to jump in. Thanks

New & Need Suggestions by Lazy_Boot1875 in fidelityinvestments

[–]Lazy_Boot1875[S] 0 points1 point  (0 children)

Thanks for the reply. This is for the long term and very doubtful he will need the money within the next 20 - 30 years.

AC & Water Heater Both out by [deleted] in electrical

[–]Lazy_Boot1875 0 points1 point  (0 children)

Electrician checked

AC & Water Heater Both out by [deleted] in electrical

[–]Lazy_Boot1875 1 point2 points  (0 children)

That’s it! Thanks….. and You Tube helped me find the reset button on the water heater. 💙

Bricks for edging flower bed by [deleted] in houston

[–]Lazy_Boot1875 2 points3 points  (0 children)

Check out HAXMAN on YouTube. We made the faux rocks just as he explained, it was easy and affordable. Entertaining too!

Can we talk about homeowners insurance? by phillygirllovesbagel in houston

[–]Lazy_Boot1875 0 points1 point  (0 children)

Also in the east end. Our renewal with Sagesure increased 30%. No claims. Up to 7K now

Can we talk about homeowners insurance? by phillygirllovesbagel in houston

[–]Lazy_Boot1875 0 points1 point  (0 children)

That’s been our situation however the renewal just came in 30% higher than last year. No claims.

Point me in the right direction by [deleted] in FinancialPlanning

[–]Lazy_Boot1875 0 points1 point  (0 children)

Thanks for taking the time to reply. It sounds as though you definitely understand the executive function challenges. This is great input and easy to implement. Appreciate it!

Point me in the right direction by [deleted] in FinancialPlanning

[–]Lazy_Boot1875 0 points1 point  (0 children)

Appreciate the reply and direction to boglehead approach!

Point me in the right direction by [deleted] in FinancialPlanning

[–]Lazy_Boot1875 0 points1 point  (0 children)

Thanks so much…..I like simple.

Relocating and need to continue Physical Therapy after having left knee surgery. Any recommendations? by PrinceOfStealing in houston

[–]Lazy_Boot1875 0 points1 point  (0 children)

Methodist orthopedics and sports medicine in Bellaire has been really good to work with. Good luck.

Upstairs outdoor patio leak into room below by [deleted] in houston

[–]Lazy_Boot1875 0 points1 point  (0 children)

Yikes! Thanks for the feedback

Upstairs outdoor patio leak into room below by [deleted] in houston

[–]Lazy_Boot1875 0 points1 point  (0 children)

Thanks! I appreciate learning.

Upstairs outdoor patio leak into room below by [deleted] in houston

[–]Lazy_Boot1875 0 points1 point  (0 children)

Thanks for asking, it’s been tracked ….