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Terri Hilliard, PC
Estate Planning
Business Succession & Exit Planning
Elder & Long Term Care
Special Needs Planning
Strategic Planning
Blog
FAQs
Events
Our Team
Our Office
Client Testimonials
Awards & Community Partners
Contact Us
Call Us: (805) 201-2552
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Protecting Your Estate from Scammers: The Importance of Estate Planning
Terri Hilliard Olson 8/1/24 Terri Hilliard Olson 8/1/24

Protecting Your Estate from Scammers: The Importance of Estate Planning

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How To Plan for Adulthood When Your Disabled Child Turns 18
Terri Hilliard Olson 8/1/24 Terri Hilliard Olson 8/1/24

How To Plan for Adulthood When Your Disabled Child Turns 18

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How to Choose an Estate Planning Firm for Older Adults
Terri Hilliard Olson 6/29/24 Terri Hilliard Olson 6/29/24

How to Choose an Estate Planning Firm for Older Adults

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Comprehensive Planning for Your Child with Special Needs: A Guide for Parents
Terri Hilliard Olson 6/29/24 Terri Hilliard Olson 6/29/24

Comprehensive Planning for Your Child with Special Needs: A Guide for Parents

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The Essential Components of Your Estate Planning Binder-What You Need To Know
Terri Hilliard Olson 6/1/24 Terri Hilliard Olson 6/1/24

The Essential Components of Your Estate Planning Binder-What You Need To Know

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How to Talk About Tough Topics with Aging Parents
Terri Hilliard Olson 6/1/24 Terri Hilliard Olson 6/1/24

How to Talk About Tough Topics with Aging Parents

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Cal ABLE Accounts and Their Unparalleled Benefits—What You Need To Know
Terri Hilliard Olson 4/27/24 Terri Hilliard Olson 4/27/24

Cal ABLE Accounts and Their Unparalleled Benefits—What You Need To Know

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5 Pillars of Retirement Planning: What You Need to Know When Planning for Retirement
Terri Hilliard Olson 4/27/24 Terri Hilliard Olson 4/27/24

5 Pillars of Retirement Planning: What You Need to Know When Planning for Retirement

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Aging Alone: Your Comprehensive Solo Aging Checklist
Terri Hilliard Olson 3/26/24 Terri Hilliard Olson 3/26/24

Aging Alone: Your Comprehensive Solo Aging Checklist

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Navigating Uncertainty: Emphasizing the Importance of Flexible Estate Planning in 2024
Terri Hilliard Olson 3/18/24 Terri Hilliard Olson 3/18/24

Navigating Uncertainty: Emphasizing the Importance of Flexible Estate Planning in 2024

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Inheriting Property in California: Can Minors Legally Receive Assets?
Terri Hilliard Olson 3/11/24 Terri Hilliard Olson 3/11/24

Inheriting Property in California: Can Minors Legally Receive Assets?

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How Estate Planning Can Look Differently: Key Considerations for Younger Generations versus Older Generations
Terri Hilliard Olson 2/22/24 Terri Hilliard Olson 2/22/24

How Estate Planning Can Look Differently: Key Considerations for Younger Generations versus Older Generations

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Digital Asset Management in Estate Planning: Navigating the Challenges and Solutions
Terri Hilliard Olson 2/8/24 Terri Hilliard Olson 2/8/24

Digital Asset Management in Estate Planning: Navigating the Challenges and Solutions

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The Role of Estate Planning in Your Surrogacy Journey
Terri Hilliard Olson 1/18/24 Terri Hilliard Olson 1/18/24

The Role of Estate Planning in Your Surrogacy Journey

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Minimizing Capital Gains When Inheriting Real Estate
Terri Hilliard Olson 1/11/24 Terri Hilliard Olson 1/11/24

Minimizing Capital Gains When Inheriting Real Estate

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Medi Cal Rules Changing Drastically on Jan 1, 2024 - What You Need to Know
Terri Hilliard Olson 12/1/23 Terri Hilliard Olson 12/1/23

Medi Cal Rules Changing Drastically on Jan 1, 2024 - What You Need to Know

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Annual Gifting - Children, Grandchildren, Non-Profits: A Smart Way to Manage Your Estate
Terri Hilliard Olson 11/30/23 Terri Hilliard Olson 11/30/23

Annual Gifting - Children, Grandchildren, Non-Profits: A Smart Way to Manage Your Estate

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Estate Planning for Unmarried Couples: Addressing the Unique Challenges that Unmarried Couples Face
Terri Hilliard Olson 11/15/23 Terri Hilliard Olson 11/15/23

Estate Planning for Unmarried Couples: Addressing the Unique Challenges that Unmarried Couples Face

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Donating Required Minimum Distributions from IRAs to Charity: A Legacy of Giving
Terri Hilliard Olson 11/9/23 Terri Hilliard Olson 11/9/23

Donating Required Minimum Distributions from IRAs to Charity: A Legacy of Giving

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How Estate Planning Safeguards Your Family with Small Children
Terri Hilliard Olson 10/12/23 Terri Hilliard Olson 10/12/23

How Estate Planning Safeguards Your Family with Small Children

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