Elder Abuse Prevention through Preparation
Did you know June is Elder Abuse Awareness Month? As the country reopens and you get to see friends and relatives in person again, you may notice changes in their well-being or finances. In some cases, these changes can indicate elder abuse. Continue reading
While Prop 19 brought with it an unexpected wave of near-immediate consequences for taxpayers, Senate Bill 668 (SB 668) offers temporary shelter from the tumult. Introduced by Senator Bates on February 19, 2021, SB 668 would offer a two-year, intermediary reprieve from Prop 19’s Continue reading
Haruki Murakami once said, “Death is not the opposite of life, but a part of it.” Planning ahead for this inevitable reality not only eases the emotional and logistical burden on loved ones, but also gives you a sense of self-determination.
As you may know, cremation offers a degree Continue reading
We are pleased that Conejo Valley Lifestyle has featured Terri Hilliard in their September 2020 issue. Click the article below to read the full version or check it out on page 56 of your copy of the issue!
I’m excited to announce I have recently completed the Certified Exit Planning Advisor (CEPA) Program through the Exit Planning Institute (EPI) to better serve my clients and their families. Our practice believes in a multidisciplinary approach to asset preservation for individuals Continue reading
In this video from Senior Concerns, Lydia Gable from the Lydia Gable Realty Group with Compass talks with Andrea Gallagher, President, Senior Concerns and me about the growing needs of local seniors and their caregivers. As a community, there are ways to help make a difference. For Continue reading
When COVID-19 hit, and with the daily onslaught of coronavirus news that’s permeating every waking moment, it’s evident that our healthcare is a number one priority. Oddly, many people have not yet laid out personal healthcare plans detailing their desires and needs in the event of illness or accidents that could incapacitate them. April 16 is National Healthcare Decisions Day to bring about awareness of the need for everyone to have healthcare documents in place. Continue reading
For many people, Passover and Easter week are an especially difficult time to “shelter in place.” My heart goes out to all those who will miss the joy of worshipping with their spiritual families. If you belong to a congregation, you are probably already checking to see if they will be conducting online services. If you do not belong to a congregation, here are some local churches and temples that are conducting services online.