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
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 discuss wishes, the reality is that death or incapacity can come at any time. Continue reading
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 organizations. Continue reading
The Community Link
, a newspaper serving eastern Ventura County, published “Securing Your Documents and Electronic Assets, Securing Your Wishes” in the October 2017 issue. The article is published in its entirety below, or see Community Link
, and scroll through to page 10.
While we’re Continue reading
The Community Link, a newspaper serving eastern Ventura County, published “Where There’s A Will, There’s A Way — Celebrity Estate Missteps” in the September 2017 issue. The article is published in its entirety below, or see The Community Link
, September issue – page 11.
Other than Continue reading
CPAs are a vital part of a client’s team of trusted advisors. CPAs can work with estate planning professionals to help clients achieve both their short- and long-term financial, estate and charitable planning, as well as compliance and governance needs. Here are four estate planning Continue reading
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
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
Baby Boomers, born 1946 to 1964, are a hardy lot. They’ve worked most of their lives. They probably have a home and may have saved up some money for retirement, which many are now entering. For the most part, they have been taking care of themselves. But what about their kids and Continue reading