He does not want to pay someone for estate planning. It does not prevent you from consulting someone who is familar with all of your local issues. It will not be possible to implement anything fancy but would make certain that you are aware of major issues and options. JTWROS is a very dangerous method of estate planning. The sons are part owners of the account. The assets are at risk if any of the sons are sued, divorced or declare bankruptcy. If any of the sons die before him, the assets might be included in their estate. The only suggestion I can offer is suggesting that you approach it as protecting his assets, minimizing taxes, and the fees paid to lawyers. All should appeal to person who is frugal. Do you and your bother have current wills? Are you affairs in order in case something happened to either of you? If not then maybe he could be encouraged to do the same as you are setting up your paperwork.Debra
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