by Kevin Toler | Sep 6, 2024 | Featured Article, Political Contributions
I still remember the day I decided to donate to a political candidate. After hearing a particularly inspiring speech I made a fairly decent donation to the campaign, in hopes that it would go to support the policies and issues that mattered most to me. I immediately... 
by Kevin Toler | Aug 8, 2024 | Charitable Giving, Featured Article, Tax Planning
Our clients, George and Kate, are busy raising their three elementary-school-age children and renovating a home in California. George was on the ground floor of a tech start-up bought by a larger, publicly traded company. Nearly ten years later, he continues to work... 
by Kevin Toler | Jul 8, 2024 | Charitable Giving, Featured Article
At Hill Island Financial, we understand the importance of integrating philanthropy with financial planning. One powerful tool for achieving this balance is the Charitable Remainder Trust (CRT). A CRT furthers your philanthropic goals and offers significant economic... 
by Kevin Toler | May 29, 2024 | Estate Planning, Featured Article
When it comes to locking in your financial legacy and optimizing tax benefits, irrevocable trusts often emerge as a strategic option for savvy investors and estate planners. Unlike their more flexible counterpart, the revocable trust, irrevocable trusts are the... 
by Kevin Toler | May 3, 2024 | Charitable Giving, Education Planning, Featured Article
While many grandparents enjoyed relatively affordable college costs when tuition and living expenses were manageable enough to graduate with little debt, the landscape has shifted drastically for today’s students. The cost of a four-year university education has... 
