This is what I recommended to Liz: Hi Liz - as you know we (www.Coldstream.com) work with our clients on all aspects of their personal and financial lives. Estate planning is one of the planning items we address - typically laying out all the options and then partnering with an estate planning attorney to execute. We have worked with Kanoa and many others. I think you would love Laura Hoexter from Helsell Fetterman
Hey Sarah - I can't recommend Karr Tuttle karrtuttle.com enough. We had some really difficult things to plan through - including out of state parents nearing their 90s with property in 3 states, an irresponsible sibling, a family business and and a few kids in the family who likely were going to need some level of support as adults due to medical conditions. KT worked its way through all these issues in a straightforward, easy to understand way and created the documents for whatever scenario might occur.