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Urgent! VA Benefits Rule Change

On September 18, the Veterans Administration (VA) published new rules that make it more difficult to qualify for this important benefit. For example, any gifts made in the past 36 months, either to a family member or to an irrevocable trust, would be penalized....

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Terri Hilliard PC – “Trailblazer”

Hello Friends: I'm so honored to let you know that the San Fernando Valley Business Journal just awarded us — and I say "us" because we truly are a team here — a second “Trailblazer” award in a row. This wonderful recognition came at the Journal’s “Trusted Advisors”...

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CalABLE Program A Step Closer To Reality

Good news from California's State Treasurer, John Chiang. The state has selected an administrator for the new CalABLE program — designed to help Californians with disabilities save more money, tax free. Read the full press release below, and download the PDF below for...

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Giving the Gift of Life After Life – It’s a Choice

Many people with estate plans detail how they want any of their assets distributed after they die. In general, most designate any remaining funds, real estate, and other valuables to beneficiaries, which may include relatives, friends, institutions or other...

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Seniors: A Cause For Concern

Every day, as an estate, elder care, and special needs attorney, I work with families dealing with any number of senior adult issues, including asset protection, elder abuse, medical and long-term care, housing and much more. Some 78 million Baby Boomers are moving into the senior population, which is having a significant impact on our communities and our collective resources.

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Moorpark Field of Valor 2018

This Memorial Day, Moorpark Morning Rotary Club will once again be honoring all Veterans for their dedication and service to our nation. The Moorpark Field of Valor will display American flags that are dedicated in honor of, or in memory of, a family member or friend who proudly served in the armed forces.

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What’s Scarier Than Freddie Kruger on Elm Street? Identity Theft

We hear the horror stories daily. Equifax, Yahoo, IRS, Sony Kaiser have been hacked. The identities of thousands of individuals are stolen every day. It’s bad enough, when we lose our personal information to cyber thieves through negligence of our own, but we must also contend with trusted corporate and other sources being hacked seemingly on a regular basis.

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“My Darkest Years” — A Memoir

James Bachner is an amazing man with a compelling life story. He was born in Berlin in 1922, and as a German Jew he was destined to live through some of the unimaginable experiences of the Third Reich. As he grew up he witnessed the transformation of his homeland as the Nazis came to power.

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Pause4kids March 2018

I’m delighted to let you know that the presentation that Pause4kids and I sponsored last evening was a wonderful success.

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Securing Your Documents and Electronic Accounts, Securing Your Wishes

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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© 2018 Terri Hilliard, PC