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Tag Archives: estate planning
Bullet Journaling for Estate Planning
I do my bullet journals in a slightly different format from the ones I see online. I start on page one with the index in alphabetical order: page 1 is A, page 2, B etc. Then on page 27 I … Continue reading
Posted in Estate Planning
Tagged bullet journaling, estate planning, executor duties
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Bizarre estate battles
I stumbled upon the following estate battle simply because this house happens to be on my street. In 1927, Anne Barber was born and in 1946 she married George Eugene Humphries and had two daughters. I cannot find information … Continue reading
Blended marriages and estate planning
My nephew’s estranged father died in 2014 with a 2009 will leaving all to his second wife. She had drafted a reciprocal will, and the second to die left all to a trust to be divided evenly between their two … Continue reading
Posted in Estate Planning
Tagged blended marraige, divorce, estate planning, family meetings, inheritance issues, probate, stepchildren
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Divorce and estate planning
An update on my nephew’s estate battles: To recap – my nephew’s father, with whom he had no relationship, died and the widow told everyone who would listen he didn’t have a will. Turns out, they did have reciprocal wills, … Continue reading
Moving parts
There’s a lot of moving parts to the probate process. It cannot be ignored, just like, well, death and taxes. If you don’t have a good relationship with your parent(s), if you live far away, if you don’t get along … Continue reading
Posted in Estate Planning
Tagged estate planning, intestate administration, mineral rights
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Update on nephew’s inheritance battles
My nephew’s father (divorced from his mother when he was a baby) died in the spring of 2014. The widow told the funeral attendees there was no will. The father had inherited hundreds of mineral interests from his mother … Continue reading
HIPAA
The Health Insurance Portability and Accountability Act of 1996 (42USC 1320d and 45 CFR 160-164), commonly called the HIPAA (pronouced Hippa) is what enables a parent to make health decisions for an adult son or daughter (or a spouse) if … Continue reading
Oil and Gas Mineral Rights
My ex-brother-in-law died in May, 2014. His grandfather was the head driller on the infamous East Texas Oilfield in the 1930’s – at the time, the largest oil discovery onshore in the continential U.S. At At 25 (and then again … Continue reading
Posted in Estate Planning
Tagged estate planning, inheri, inheritance issues, mineral rights
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But who drafted the will?
If you find your parents’ will or someone for whom you have been named executor of the estate, but you cannot figure out who the attorney is, look for the name of the notary. Often that is the attorney or … Continue reading
disgruntledheir 