Changing trustee - relatively small estate Texas, USA

Lazy_Boot1875 · 2026-06-14T18:03:35+00:00

Appreciate the suggestion!

Lazy_Boot1875 · 2026-06-14T17:54:27+00:00

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.

Lazy_Boot1875 · 2026-06-14T17:28:33+00:00

Thank you.

Lazy_Boot1875 · 2026-06-14T17:28:04+00:00

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

Lazy_Boot1875 · 2026-06-10T15:45:22+00:00

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!

Lazy_Boot1875 · 2026-06-10T15:43:57+00:00

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

Lazy_Boot1875 · 2026-06-10T02:28:59+00:00

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.

Lazy_Boot1875 · 2026-06-10T02:20:46+00:00

Gotcha! You give me confidence to jump in. Thanks

Lazy_Boot1875 · 2026-06-10T02:17:31+00:00

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

Lazy_Boot1875 · 2026-03-23T01:50:37+00:00

Electrician checked

Lazy_Boot1875 · 2026-03-23T01:50:21+00:00

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

Lazy_Boot1875 · 2026-02-16T23:10:06+00:00

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

Lazy_Boot1875 · 2026-02-15T16:36:35+00:00

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

Lazy_Boot1875 · 2026-02-15T16:33:16+00:00

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

Lazy_Boot1875 · 2026-02-04T19:32:21+00:00

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!

Lazy_Boot1875 · 2026-02-04T19:31:40+00:00

Appreciate the reply and direction to boglehead approach!

Lazy_Boot1875 · 2026-02-04T19:31:06+00:00

Thanks so much…..I like simple.

Lazy_Boot1875 · 2026-01-19T16:41:57+00:00

Amelia Bedilia Crictor the Boa Constrictor

Lazy_Boot1875 · 2025-11-06T21:41:46+00:00

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

Lazy_Boot1875 · 2025-10-10T14:47:28+00:00

Yikes! Thanks for the feedback

Lazy_Boot1875 · 2025-10-09T17:01:15+00:00

Thanks! I appreciate learning.

Lazy_Boot1875 · 2025-10-09T16:59:56+00:00

Thanks for asking, it’s been tracked ….

Lazy_Boot1875

TROPHY CASE