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(805) 201-2552
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Month: December 2017

Top Four Estate Planning Tips For 2018

Posted on December 18, 2017 | by Tom | Leave a Comment on Top Four Estate Planning Tips For 2018
With the New Year, many of us will feel as if we are starting off with a clean slate and a whole list of things we want to accomplish. High on that agenda should be taking care of some basics, including reviewing current estate planning documents, planning for retirement and aging, Continue reading →
Posted in Estate Planning

Creating a Trust for Your Pet

Posted on December 11, 2017 | by Tom | Leave a Comment on Creating a Trust for Your Pet
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) Continue reading →
Posted in Estate Planning

Big Tax Law Changes Coming For 2018

Posted on December 6, 2017 | by Tom | Leave a Comment on Big Tax Law Changes Coming For 2018
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 Continue reading →
Posted in General Personal Law

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Testimonials

Terri and her whole team are the best in town (and California) for protecting the needs of your loved ones and yourself!
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.
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.
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 team are top notch!
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