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On July 24th I attended a dinner celebrating the San Fernando Valley Business Journal Top 200, and I was one of the honorees! What fun that was! As always, thank YOU for your...

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Ventura County Local Heroes

Hello Friends - I am honored and very pleased to report that the VCReporter has chosen me as one of their Ventura County Local Heroes. And what a wonderful group of people I'm joining - you can read about them...

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On Our Own – Senior Planning Strategies

The earthquakes, fires, floods and emergencies force the Southern Californian to ask vital questions such as: What is Your Plan? Who are "your people?" Where will you go? Local attorney Terri Hilliard recalls the phone calls she received during the fires. “We had...

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Family Meetings Matter

Aging is our challenge and our privilege. Our friends or family are of great comfort as we get older, and yet we still may encounter obstacles. Family meetings are considered a major source of ongoing communication. While it is common to delay conversations and...

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It’s National Elder Law Month!

I'm happy to report that the National Academy of Elder Law Attorneys has designated May as National Elder Law Month. The NAELA is a membership organization of attorneys serving older Americans and people with special needs. One of the group's main goals is to...

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It’s National Health Care Decisions Day!

It's an important topic, so important that a variety of of national, state and community organizations have collaborated to recognize April 16 as National Healthcare Decisions Day. It's a day dedicated to ensuring that all adults in the United States who have...

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Seniors Going It Alone Need A Plan

According to the United States Census Bureau, some 27 percent of Americans 65 and older are living alone. That number of seniors is growing at a rate of about 10,000 every single day. Baby Boomers, born from around 1946 to 1964, now number over 70 million. They tend...

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Who is Caring for the Caregivers?

Terri Hilliard, PC is a proud Bronze Sponsor of Senior Concerns' "Caregiver Recognition Day." As we age, most of us will need some assistance along the way. Whether it’s help with grocery shopping, transportation, cooking, cleaning, managing medications, banking, and...

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The IRS May Be a Friend to Higher Net Worth Taxpayers

The IRS recently proposed regulations and announced increased gift and estate tax exemption amounts that offer significant opportunities for higher net worth taxpayers who want to make large asset gifts to others. Under the Tax Cuts and Jobs Act, the lifetime federal...

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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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