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Creating a Trust for Your Pet

Posted on: December 11th, 2017
Who will care for your dog or cat when you pass away? What will happen to your bird should you become incapacitated? For many people, providing care for their pet after they pass away or if they become incapacitated is a very big concern and, as a result, most states (including CA) have statutes that provide for the enforcement of trusts created for the benefit of pets....

Big Tax Law Changes Coming For 2018

Posted on: December 6th, 2017
Dear Friends & Colleagues, My friend and colleague Robert Keebler, CPA/PFS warns that when the clock strikes midnight on December 31st, those with big stock holdings may be out of luck! When selling or gifting stock, we have always been able to pick and choose those with the highest basis, to reduce potential capital gains taxes (or realize losses). Things are about to change. ...

Local Attorney Makes Who's Who List

Posted on: November 28th, 2017
It was an honor to be chosen recently for the Pacific Coast Business Times annual "Who's Who in Professional Services" list of leading attorneys in the Tri-Counties area. ...

Smart Women Plan Ahead

Posted on: October 31st, 2017
I was thrilled to be a panelist on the inaugural Women of Dartmouth Los Angeles event entitled “Smart Women Plan Ahead,” held at the beautiful and welcoming home of Hilary Richards, ’92. ...

Life to the Fullest: No Matter What!

Posted on: October 26th, 2017
We are happy and proud to say that we have simply amazing people in our family of clients. That is why we want to take the opportunity to shine a spotlight on our client’s accomplishments, passions and legacies. ...

Simple Steps To Protect Yourself Online

Posted on: October 4th, 2017
In September, 2017 Terri Hilliard PC hosted a workshop on cyber security: "Don't Be A Victim! Easy Ways To Better Your Cyber Security."...

Growing To Help You

Posted on: September 27th, 2017
In March, 2017, we were pleased to welcome Carí Jackson Lewis, Esq. to our team at Terri Hilliard, PC, as a Legal Extern. At the time, Carí had already returned to Loyola Law School’s Master of Laws (LL.M., Taxation) Program. Now we’re happy to report that Carí recently completed the program and is expected to be admitted to the California State Bar Association in January 2018. ...

When It Comes to Privacy and Medical Decisions, Who’s in Charge?

Posted on: September 27th, 2017
One of the most basic of patients’ rights is the right to privacy. They can decide to whom, when, and what extent their health information is disclosed, including medical diagnoses, treatments, prescriptions, insurance, and clinical research and mental health records....

Planning Options For End Of Life

Posted on: August 22nd, 2017
No one wants to talk about it, but death is inevitable. We don’t know how or when it will occur, yet, most people delay planning for this eventuality. While the subject may seem morose and even uncomfortable, it is essential to explore your options and detail your wishes in advance – everything from retirement to long term care to distribution of assets to funeral services. To a large extent, you can control what happens at every stage of your life, but it must be well thought out and properly planned....

Attorney of the Year - Trail Blazer Award

Posted on: August 15th, 2017
I would like to give a big Thank You to the San Fernando Valley Business Journal for recently naming me as a recipient of the special “Trail Blazer Award” in the Journal’s annual 2017 Trusted Advisors program....

Terri Hilliard, PC: VC Star Reader's Choice Favorite

Posted on: July 26th, 2017
Thank you! For voting for Terri Hilliard, PC as a 2017 Ventura County Star Reader’s Choice Favorite!...

Special Needs – One Term, Many Facets

Posted on: July 18th, 2017
The designation “special needs” brings with it a wide range of abilities and diagnoses that can include everything from Autism to Down Syndrome, blindness to ADHD, speech or eating disorders to hearing impairment, and epilepsy to cognitive disabilities, just to name a handful. In California alone, there are well over a million children who have been diagnosed with such conditions or disorders and the numbers are increasing at a staggering rate....

Money Talk 1290 Interviews Terri

Posted on: May 23rd, 2017
In May, 2017, Money Talk 1290 - a radio show presented by Arlington Financial Advisors - interviewed Terri about the financial aspects of estate planning for seniors. ...

What’s to Happen to Boomer Kids and Their Children?

Posted on: May 4th, 2017
Baby Boomers, born 1946 to 1964, are a hardy lot. They’ve worked most of their lives. They probably have a home and may have saved up some money for retirement, which many are now entering. For the most part, they have been taking care of themselves. But what about their kids and their kids’ children?...

Planning for Alzheimer’s Disease

Posted on: April 25th, 2017
It is estimated that some 5.1 million Americans may have Alzheimer's disease and that number is expected to rise to 16 million by 2050. Every 66 seconds, someone in this country will develop the disease, which is a progressive brain disorder that can have overwhelming physical, emotional and financial implications for today’s families. ...

Welcome To Terri Hilliard, PC

Posted on: April 17th, 2017
For an overview of our services and a few brief testimonials from some of our clients, please watch the video. ...

Terri Hilliard, PC Opens New Law Offices in Santa Barbara

Posted on: April 10th, 2017
Hello Friends – We’re growing again! Our firm has opened a new law office in Santa Barbara at 1825 State Street, Suite 206. It’s our goal to provide greater convenience for our clients in Santa Barbara County, providing our complete range of estate, elder care, and special needs planning services....

Top Estate Planning Pointers

Posted on: April 5th, 2017
Many people believe they don’t have enough in assets to warrant the need for an estate plan, but, if you have a car, a bank account, a house, life insurance policy, and/or retirement account, you need a plan. Here are some of the things to consider to maximize the value of the assets you do have and make informed decisions while you are alive to benefit your heirs and beneficiaries after your passing....

Continuing Care Retirement Communities

Posted on: March 29th, 2017
For those thinking about taking up permanent residence in a continuing care community after retirement, there are a number of factors to consider. These residential facilities can be the perfect solution to retirement living for many people, who want to live in relative comfort in a safe environment, where they will be taken care of for the remainder of their lives. However, like the purchase of anything, you will want to do some fact finding beforehand. ...

Welcome, Cari Jackson Lewis

Posted on: March 14th, 2017
​In March, 2017, we were pleased to welcome Carí Jackson Lewis, Esq. to our team at Terri Hilliard, PC, as a Legal Extern. But that’s just the beginning of the story. Carí was admitted to the New York Bar in 1996, and practiced in the fields of estate planning and probate, estate litigation, elder law, special needs law and planned giving....

The Reasons For Black History Month

Posted on: February 27th, 2017
By Cari Jackson Lewis of Terri Hilliard PC Why do we celebrate Black History Month? According to the Association for the Study of African American Life and History, in 1926 Carter G. Woodson began “Negro History Week” (the precursor to Black History Month) in order to dispel the misconception that black people had made little impact upon the United States other than as a formerly enslaved people. At that time Dr. Woodson, a Harvard PhD, former sharecropper and the son of former slaves, sought to teach Americans — including African-Americans — about the contributions that people of African descent had made to American society and the world. ...

Protect Your Electronic Assets and Accounts

Posted on: February 16th, 2017
A while ago, we talked about protecting your digital assets, such as e-mail, video, photography, and social media accounts. Designating how you wish these to be handled upon your death is important, if those individuals you will leave the assets to will have any chance of accessing these assets....

Securing Your Documents, Securing Your Wishes

Posted on: February 7th, 2017
While we’re alive, we gather a library full of paperwork and access codes relating to such things as insurance policies, bank records, taxes, digital accounts, medical reports, personal property, and real estate and other assets. Protecting this kind of information is very important, but, surprisingly, many people forget to properly manage their documents and digital assets....

2016 Was A Year Of Unprecedented Loss

Posted on: January 4th, 2017
This past year has seen the deaths of many of our beloved icons, including entertainers, sportsmen, newscasters, historic leaders, and political figures. Debbie Reynolds and her daughter Carrie Fisher, George Michael, John Glenn, Muhammed Ali, David Bowie, Nancy Reagan, Arnold Palmer, Gene Wilder, Florence Henderson, Merle Haggard, and many others of note have left us, but they also left behind their legacies....

Hilliard Law Opens New Offices, Expands Services

Posted on: September 24th, 2016
Hello Friends – I have great news! Our firm has opened our fourth office at 600 Hampshire Road, Suite 211, in Westlake Village, CA. The new facility is now the headquarters for the Hilliard Law Center, which provides estate, elder care, and special needs planning services....

Introducing Marybell Estrada: It’s a Family Affair

Posted on: September 15th, 2016
Marybell Estrada, my new Firm Administrator is all about family. A proud mother of three, she also has eight siblings and 22 nieces and nephews. Now, I’m happy to welcome her as part of the Hilliard Law family of clients and associates....

Free Aging and End of Life Program

Posted on: September 11th, 2016
Sunday, September 25 – from 2 to 4 p.m. – a number of expert panelists will be presenting an important educational program to discuss the critical issues related to aging and end of life. ...

Get the Help Needed for ADHD Kids

Posted on: August 5th, 2016
The number of children being diagnosed with attention deficit hyperactivity disorder or ADHD has been skyrocketing. Children who are described as impulsive, hyperactive or have difficulty paying attention in school have not been receiving the assistance, diagnosis or attention they deserve. ...

Meals on Wheels

Posted on: August 3rd, 2016
As a member of the Board of Director of Senior Concerns, I get a firsthand look at many of this wonderful organization’s outreach programs. One of these is Meals on Wheels. Meals on Wheels is actually a national organization serving approximately 2.4 million seniors in over 5,000 communities around the country....

Simple “Death Deeds” Law Problematic

Posted on: July 22nd, 2016
January 1, 2016, California signed into law Assembly Bill 139, which was intended to allow individual homeowners to transfer their real estate when they die outside of a will and without going through probate. The property owner simply fills out a new form and records it. Actual ownership of the real estate noted is not transferred until death....

Planning for Alzheimer’s Disease

Posted on: July 22nd, 2016
It is estimated that some 5.1 million Americans may have Alzheimer's disease, which is a progressive brain disorder, and which can have overwhelming emotional and financial implications for today’s families. As our population ages, the prevalence of the disease rises — doubling every five years after age 65, according to the National Institute on Aging....

Clinton Lack of Plan Could Be Costly

Posted on: June 29th, 2016
A Forbes magazine analysis of the Bill and Hillary Clinton’s family holdings suggests that their net worth is somewhere in the range of $45 million, which sounds like a pretty hefty nest egg. However, without proper estate planning, that sum could take a huge hit and leave a monstrous tax bill for whoever survives....

What Happens If I Don’t Have An Estate Plan?

Posted on: June 29th, 2016
Some people don’t believe they need an estate plan. Daily, I hear “my life and estate are simple.” However, if you don’t set up your own, the state of California will “simply” decide what happens to your estate for you. ...

How Do I Know If I Need An Estate Plan?

Posted on: June 29th, 2016
An estate plan is simply a set of instructions that outlines what you want to happen if you become incapacitated and when you die. Regardless of your wealth—modest or monstrous—your plan details your desires, family situation, assets, and how and by whom you want your affairs handled, when you can’t. Then, your estate attorney translates the information into legally enforceable instructions....

Your Estate Plan is not a Static Document

Posted on: June 16th, 2016
Having an estate plan is an essential tool in your “Family Toolbox” to help ensure your loved ones will be taken care after you’re gone. Many people believe an estate plan is a static document and, once in place, will fully and accurately express your desires. The only problem is that things change and your plan should be adjusted to properly represent and protect your interests and those of your heirs....

How to Write Off Long-Term Care for Parents with Dementia

Posted on: June 16th, 2016
When tax time rolls around, if you happen to be a caregiver for a parent suffering from some form of dementia, such as Alzheimer’s, you may be able to claim your parent as a dependent for tax purposes, itemizing and claiming their qualified, unreimbursed medical costs. ...

How Will You Be Remembered When You’re Gone?

Posted on: June 16th, 2016
We are all here on Earth for a relatively short period of time and many of us would like to think we made a difference during our lives. We may even want to leave something behind for our loved ones or others as a remembrance of our existence. ...

Giving Tax Free IRA Distributions to Charities

Posted on: June 16th, 2016
If you are over 70 ½ years old, you are now allowed to donate up to $100,000 a year tax free from your IRA to a public charity. The IRA Charitable Rollover is now a permanent tool that you can incorporate into your financial planning strategy....

Can You Name a Trust as an IRA Beneficiary?

Posted on: June 16th, 2016
While there are no tax benefits, there may be situations in which you want to name a trust as your IRA beneficiary. If properly structured, and in keeping with IRS requirements, an IRA Beneficiary Trust can help ensure that the beneficiaries will effectively use the required minimum distribution “stretch-out” to build wealth for their future....

HIPPA Requirements Can Hugely Impact Your Estate Plans

Posted on: June 16th, 2016
Have you ever wondered why doctors and other healthcare providers ask you to sign a receipt for their “Notice of Privacy Practices?” It was essentially intended to protect your personal information from identity theft or public disclosure of your medical records. ...

Estate Plans Need To Address Digital Assets: What About My Facebook!

Posted on: June 16th, 2016
In simplest of terms, an estate plan lays out the wishes of an individual for the handling of someone’s assets upon his or her death. It can also help maximize the value of one’s estate by reducing taxes and other expenses associated with disbursement of estate assets. Finally, it details the administration of the estate and defines how assets are to be distributed to beneficiaries....

Is Binding Arbitration Binding?

Posted on: June 16th, 2016
In our capacity as estate planning attorneys, we work with our clients to prepare documents such as wills, trusts, and powers of attorney. Further, we advise our clients and their agents on how to use these tools to protect their estates during transitions such as moving from one’s home to assisted living continuing care communities or nursing facilities....

New "End Of Life" Law

Posted on: June 16th, 2016
SB139 is a new law taking effect this year that will allow doctors to prescribe life-ending medication to terminally ill patients. If someone is diagnosed as terminally ill with six months or less to live, the individual may now choose to end his or her life, foregoing their last days that could be filled with the patient’s agony, family trauma, and costly hospital bills. ...

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