Estate Planning
Protecting your family legacy while minimizing estate taxes
- Wills & Living wills
- Healthcare powers of attorney & Durable powers of attorney
- Revocable living trusts & Irrevocable living trusts
- Charitable trusts & Family foundations
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Related insights
Maximizing Wealth and Giving Back: Understanding Charitable Remainder Trusts
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...
Irrevocable Trusts Explained: Maximizing Benefits in 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...
A Smarter Way for Grandparents to Fund College: The 529 plan “grandparent loophole”
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...
From Panic to Planning: Transforming Tax Time from Stressful to Strategic
We’ve all been there. It’s late evening April 14th and there isn’t enough wine left in the bottle to get you through the endless labyrinth of forms and receipts scattered across the kitchen table. Panic ensues as the deadline looms. Like every year you’ll squeak it...