Terri Hilliard, PC

Terri Hilliard, PC is open & here for you! Call today to schedule your FREE initial or update consultation. Intelligence is the ability to adapt to change. -Stephen Hawking Many times, as we go through life, we can plan for the changes we will inevitably experience. Although many did not foresee the changes brought by COVID-19, you can take steps now to review the impact this unexpected event may have on your legacy and plan accordingly for your future. How are you and yours impacted by this pandemic? Does it affect your life plans? Do you need to update your healthcare directives? Do you have questions about next steps? At Terri Hilliard, PC, we want to remind you we are here to help you navigate this new wrinkle in your life’s journey. We are happy to provide you with a complimentary review of your estate plan to determine what changes may benefit you now and in the long run. Give us a call 805-201-2552 or email clientservices@terrihilliard.com to schedule your complimentary consultation today.

Planning for the future can feel overwhelming, but having an estate planning binder in place can help bring peace of mind and clarity to your affairs. It’s like a roadmap that guides your loved ones through your wishes and important documents when you're no longer able to do so yourself. Visit our blog where we explore the essential components of your estate planning binder and why they're important to consider: https://lnkd.in/gHVACs-Y Related Topics: legal help legal advice trusts wills estate planning power of attorney #estateplanning #wills #assets #eldercare #assetplanning #poa #probate #californiacoast #attorney #attorneys #elderly #wealthmanagement #lawyers #widow #widowsupport #caregiversupport #endoflifecare

October is National Critical Illness Awareness Month. This month, we highlight the importance of understanding and preparing for critical illnesses that can impact individuals and families. Critical illnesses can be sudden and life-changing. Being prepared with the right health insurance, emergency savings, and critical illness coverage can help you manage the financial and emotional challenges that arise. Take this time to review your plans and ensure you're ready to face any unexpected health issues. Preparation can make a world of difference when it matters most. 💪💙 Stay informed and take proactive steps to protect yourself and your loved ones. #eldercare #poa #californiacoast #elderly #supporteachother #helpinghands #widow #widowsupport #caregiversupport #endoflifecare #palliativecare

Permanent life insurance isn’t just about providing a death benefit—it’s a powerful tool for financial planning and security. Unlike term life insurance, which expires after a set period, permanent life insurance offers lifelong coverage. It builds cash value over time, which you can borrow against or use for various financial needs. This makes it a versatile asset in your financial strategy. With permanent life insurance, you get: 🪷 Lifetime coverage, ensuring your loved ones are taken care of no matter when you pass away. 🪷 Cash value growth, which can be accessed for loans, investments or emergencies. 🪷 Tax benefits, as the cash value grows tax-deferred and may be accessed with favorable tax treatment. Incorporating permanent life insurance into your financial plan can enhance your security and flexibility, helping you achieve your long-term goals. Are you ready to explore how it can fit into your strategy? Contact us today to learn more! Related Topics: legal help legal advice trusts wills estate planning financial planning #estateplanning #wills #assets #assetplanning #poa #financialplanning #californiacoast #attorney #attorneys #laws #wealthmanagement #elderly #lawyers #widow #widowsupport #lifeinsurance

Did you know I hold a CEPA certification from the Exit Planning Institute? This advanced credential allows me to offer even more value to my clients, especially when it comes to business planning and strategy. With my CEPA certification, I’m equipped to: 👉 Provide expert guidance tailored to your unique business needs 👉 Enhance the strategies that will help you achieve your long-term goals 👉 Support you with comprehensive exit planning solutions My certification ensures that you receive the highest level of expertise and personalized service. Are you ready to see how this can benefit you? Contact me today! Related Topics: legal help legal advice trusts wills estate planning power of attorney #estateplanning #wills #assets #eldercare #assetplanning #poa #probate #californiacoast #attorney #attorneys #laws #wealthmanagement #elderly #lawyers #widow #widowsupport

October is Estate Planning Awareness Month, and it's the perfect time to talk about why having an estate plan is crucial—and why you should start now. ✨ Estate planning isn’t just for the wealthy or the elderly; it’s about ensuring that your wishes are respected and your loved ones are protected, no matter what happens. A well-crafted estate plan covers everything from distributing assets to healthcare decisions and guardianship for your children. Why now? Because life is unpredictable. Planning ahead gives you peace of mind, avoids potential conflicts, and ensures that your wishes are carried out precisely as you intend. Don’t wait until it’s too late—take control of your future today. Contact us to start your estate planning journey and secure your legacy with confidence. 🪷 Related Topics: legal help legal advice trusts wills estate planning power of attorney #estateplanning #wills #assets #eldercare #assetplanning #poa #probate #californiacoast #attorney #attorneys #laws #strategicplanning #elderly #lawyers #widow #widowsupport #endoflifecare

It’s time to get your fur babies ready for their close-up! We’re hosting a Pet Dress-Up Contest, and we want to see your pets in their Halloween best! 👻🕸️ Email us a picture of your pet dressed up in their spookiest, funniest, or most creative costume for a chance to WIN a special prize! 🎁✨ We’ll announce the winner (and share all the adorable photos) on Halloween. Let’s make this a frightfully fun celebration for our office’s favorite little monsters! 📸🐶🐱 Send your pet’s photo to clientservices@terrihilliard.com and get ready to enjoy the cutest Halloween ever! #halloween #halloween2024 #happyhalloween #halloweenspirit #spookyseason #spooky #halloweencontest #halloweencostume #october #fall #autumn #halloweenparty #doglover #furbaby

@senior_concerns is hosting Charity Karaoke 2024, and you're invited! 👉 The Agoura Hills Canyon Club 🗓️ Saturday, October 6th, 2024 ⏰ Doors Open: 5pm | Show Starts: 6pm What is Charity Karaoke? It is an annual fundraiser hosted by Conejo Senior Volunteer Program. Twenty contestants will perform with a live band and compete to win money for their charities. The competition will be fierce! The audience text-votes for their favorite contestant to win the “Voters Choice” contest, and three judges will choose the winners of the “Best Performance” contest. Four ways participants can win: 🎶 Voter’s Choice Contest: Live audience at The Canyon text-votes, 1st and 2nd place 🎶 Virtual Voting Contest: Anyone in the world votes unlimited times for $5 per vote 🎶 Best Performance Contest: Judges pick the top three performers 🎶 Most Money Raised Contest: The nonprofit that raises the most money Enjoy some tunes and support a great cause! 🎶✨ #californialiving #californiacoast #californialife #supporteachother #helpinghands

As the year comes to an end, have you taken a moment to review your estate plan? Are you confident that your current arrangements truly reflect your wishes and will protect your loved ones in the future? Whether you're a financial planner advising your clients, an estate owner considering your legacy, or a family member concerned about future security, now is the perfect time to update your estate planning. Let’s take a look at some steps that can ensure you some peace of mind and potentially unlock valuable financial benefits. Learn more about tips for estate planning by visit our blog at https://lnkd.in/gHVACs-Y Related Topics: legal help legal advice trusts wills estate planning power of attorney #estateplanning #wills #assets #eldercare #assetplanning #poa #probate #californiacoast #attorney #attorneys #wealthmanagement #elderly #lawyers #widowsupport #endoflifecare #palliativecare

Planning for long-term care can feel overwhelming, but knowing when to get on a waiting list for a care home can make all the difference. It's wise to start the process early, especially if: 🌟 Health conditions change: If there's a decline in health or a need for increased support. 🌟 Future planning: You want to ensure the best options are available when the time comes. 🌟 Limited availability: Long-term care homes often have waiting lists; securing a spot early can ease future stress. Taking proactive steps now can provide peace of mind and ensure you or your loved ones are well-prepared for future care needs. For personalized advice on navigating this process, reach out to us. Related Topics: legal help legal advice trusts wills estate planning power of attorney #estateplanning #wills #assets #eldercare #assetplanning #poa #probate #californiacoast #attorney #attorneys #elderly #lawyers #widowsupport #caregiversupport #endoflifecare #palliativecare