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Irrevocable Trusts Explained: Maximizing Benefits in Estate Planning

Irrevocable Trusts Explained: Maximizing Benefits in Estate Planning

by Kevin Toler | May 29, 2024 | Estate Planning

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...

Recent Posts

  • The Power of the Tax Control Triangle in Preserving and Growing Wealth
  • Financial Planning for 2025: Four Critical Steps for Affluent Investors
  • How to Prepare Financially for the Death of a Spouse
  • Stewarding the Family Business – How to be Nimble for Future Generations
  • Navigating Widowhood: 17 Essential Steps and Resources for Financial Stability
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38 Commerce Ave SW #310 Grand Rapids, MI 49503

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Personal Services

  • Investment Management
  • Fee-Only Financial Advisors
  • Estate Planning
  • Tax Planning

Specialty Services

  • Education Planning
  • Executive Compensation & Business Strategies
  • Financial Guidance for Widows
The Power of the Tax Control Triangle in Preserving and Growing Wealth

The Power of the Tax Control Triangle in Preserving and Growing Wealth

Financial Planning, Tax Planning

The Tax Control Triangle categorizes investments into three tax treatments— tax-deferred, tax-exempt, and taxable—providing a strategic framework for diversifying your portfolio in alignment with your financial goals and tax circumstances. Tax-deferred investments...

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Financial Planning for 2025: Four Critical Steps for Affluent Investors

Financial Planning for 2025: Four Critical Steps for Affluent Investors

Financial Planning

As we move into 2025, the financial landscape presents unique challenges and opportunities for affluent investors. Hill Island Financial is committed to providing clarity and actionable strategies tailored to your financial planning goals. Here’s what to watch and how...

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