Terri Hoffman Home
Schedule an Appointment
Terri Hoffman Home
  • Home
  • About 
    • Our Mission
    • Services
    • Team
    • Useful Links
  • Resource Center 
    • Estate
    • Insurance
    • Investment
    • Lifestyle
    • Money
    • Private Client Group
    • Retirement
    • Tax
  • Tools 
    • Glossary
    • Tax Resources
  • Events
  • Contact
Schedule an Appointment

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Financial well-being for everyone: Income protection

Financial well-being for everyone: Income protection

Disability insurance can be more affordable than you think.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Contact

Office: 512-651-2970

901 South MoPac Expressway

Barton Oaks Plaza Four, Suite 150

Austin, TX 78746

Series 6, 63, 65

thoffman@cwsplanning.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Park Avenue Securities Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Capitol Wealth Strategies, LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4300102. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Exp: 5/25