Estate Planning

The estate planning attorneys at Terri Hilliard, PC are dedicated to helping families of every background plan their estates and protect themselves and their loved ones.

You work hard to achieve success and provide for yourself and your family. Knowing that you have planned for and protected your estate and provided for your family’s long-term well-being and financial security can bring you comfort.

They will take the time to get to know your greatest concerns, your personal goals, and your hopes for your children and other loved ones. The estate plan they create for you will protect your hard-earned assets and use the tax laws for your utmost advantage so you pay the least possible tax.

Their unique counseling process enables you to pass on your values, dreams and work ethic to your loved ones along with their Inheritance.

If you already have a plan, chances are Terri Hilliard, PC can make it significantly better.  After all, an outdated or inadequate plan is often worse than no plan at all.  Contact us today for a complimentary consultation.

Here are just some of the estate planning services provided by Terri Hilliard, PC:

  • Traditional estate planning, including wills, revocable trusts, powers of attorney, health care directives
  • Advanced estate planning, including irrevocable life insurance trusts, gift programs, minors’ trusts, generation-skipping trusts, tax planning
  • Probate and trust administration
  • Charitable planning, including private foundations and charitable trusts
  • Guardianships and Conservatorships
  • Special needs planning
  • Medi-Cal eligibility