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<<The recent discussion of the tax and estate implications of JTWROS has convinced me that I need to find a tax/estate planning professional, not a tax preparer. Any suggestions for finding such a person? I thought I'd seen something in the FAQ, but I can't find anything now.>>

But one doesn't have to be dependent on the other. I work with a number of local estate tax attorneys. I do the tax returns...they do the estate planning. Many estate planning attorneys don't want to get involved with income tax preparation...it's not where they specialize.

As far as referrals, Chris gave a reference to a national estate planning organization. Do a folder search and I'm sure that you'll come up with the web site that he offered.

TMF Taxes
Roy

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