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(805) 201-2552
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Month: July 2016

Planning for Alzheimer’s Disease

Posted on July 22, 2016 | by Tom | Leave a Comment on Planning for Alzheimer’s Disease

Planning for Alzheimer’s Disease

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 Continue reading →
Posted in Estate Planning

Simple “Death Deeds” Law Problematic

Posted on July 22, 2016 | by Tom | Leave a Comment on Simple “Death Deeds” Law Problematic

Simple “Death Deeds” Law Problematic

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 Continue reading →
Posted in Elder Law

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Testimonials

Terri and her team are top notch!
I think you know how special I think you are and it has been a gift to know you all these many years. I know I am in good hands when I am in ‘your hands.’ Thanks for all the help and advice!
Terri and her whole team are the best in town (and California) for protecting the needs of your loved ones and yourself!
Dear Terri, We so appreciate all you have done for our family these last few years. You are a unique combination of competence, professionalism, and genuine caring and compassion for all those you serve! Best wishes always.
Terri had created a trust for my husband & I and now that my husband has passed away she has helped me navigate through all the important things that must be taken care of & moved me into my Survivors Trust. I could not get through this very difficult time without her great knowledge and direction. She is so very professional yet very caring. I tell everyone I know to create a plan for their future with Terri Hilliard.
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