My aunt did talk to an attorney when she was getting on in years. JTROS on everything was the recommended way to go (bank, brokerage, etc). I.e. No trust. My situation is the same with regards to bank/borkerage accounts but with added Real Estate. Recommendation from an attorney (seconded by my 2 daughters who are attorneys) was least hassle is still the JTROS method for conveyance of real estate. I asked the attorney about a Trust and answer was "sure, if you want to go that route". :roll:
I was merely asking here (like taking a poll) on how others have done it, not asking for legal advice. I've read enough of John T's posts to know what the answer would be. :)
And "magpiene": Your OWN sister???? Wow, is all I can say.
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