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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....
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