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Leaving Your Assets To Your Kids

When you die, how will your assets be imparted to your children? What if the kids aren’t old enough or mature enough to handle their inheritance after you pass? If you have more than one child, how will your assets be divided? What happens to your legacy, if the...

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New Financial Empowerment For Those With Disabilities

On Tuesday, Dec. 18, California State Treasurer John Chiang hosted a news conference to announce the launch of a new program, CalABLE. This was great news! CalABLE is an innovative state program that will allow individuals with disabilities to open tax-advantaged...

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Alzheimer’s Crisis: Hope in Research

We have a major health crisis in our country. It’s called Alzheimer’s disease. Along with other forms of dementia, it is killing hundreds of thousands of Americans every year, heavily burdening our already strained healthcare system, and causing major financial and...

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Attorney Briana Camille Jones Wins U.S. Tax Professional Award

Recently, we were delighted to welcome Briana Camille Jones to our family here at Terri Hilliard, PC. Bri, as she likes to be called, is an attorney and also a Master of Law in Taxation candidate at Loyola Law School. We are now doubly delighted to announce that Bri...

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Developmental Disability Survey

Are you a parent of a child with a developmental disability - Autism, Cerebral Palsy, Epilepsy or Intellectual Disability? Or are you an adult with one of these disabilities? If so, you may be interested in a survey being conducted by the Autism Society of California....

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Terri Hilliard, PC Team Up To Full Strength

We're proud to announce that we have added some key personnel and our team is now up to full strength. We look forward to helping you with your estate planning, special needs planning and elder and long term care issues. Top Row: Sara Peters, Paralegal Terri Hilliard,...

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College Students Shouldn’t Leave Home Without Them.

Ah, fall is upon us, although it’s hard to imagine with 90-plus degree temperatures in Southern California these days. Nonetheless, the leaves will be changing and our college-bound students are beginning new school years. While your kids may have packed up their...

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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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