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 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... 
by Kevin Toler | Feb 1, 2024 | Charitable Giving, Featured Article
Giving back to causes you care about can be incredibly rewarding and can also be a valuable part of your tax planning strategy. If you’re feeling inspired to make a charitable donation, here are 7 tips to help you establish a thoughtful charitable giving... 
