Strategic Planning

At Terri Hilliard PC, we believe that optimal estate planning results from a holistic, strategic perspective that encompasses lifetime personal and business direction. Too often, we find that our clients have neglected to develop clarity or to consider family compatibility in long-term goals and objectives – i.e. what it will take and/or the timelines to reach those goals – along with reality-based strategies and tactics for getting there. And, too often, their professional advisors fail to develop, much less coordinate, those strategies.

Our unique approach incorporates your important personal and business objectives, ensuring that these critical factors are identified, realistically balanced, and structured for your ongoing protection. We focus on cohesiveness, interconnectedness, and potential and risks from critical arenas, including:

  • Revenue and retirement forecasting
  • Business continuity and succession planning
  • Income and estate tax planning
  • Insurance and risk protection
  • Wealth management and asset protection
  • Modern family dynamics

Additionally, when appropriate, we also provide facilitation and mediation services for families or business teams – either in developing consensus strategies or when disputed issues risk impacting interpersonal relationships which, if not managed effectively, can lead to estrangement and/or litigation.