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These three words [Save-Spend-Give] serve as a simple outline for a good financial plan. Those who follow these principles will generally...

The KML Foundation exists to support student assistance for families who need a little help with the cost of a KML tuition. Over the...

There are a lot of questions and concerns about Social Security and its future. This month's Table Talk vlog includes guest Elida...

The KML Foundation exists to offer financial support to Kettle Moraine Lutheran High School and its students. Each year, the Foundation...

In the minds of many people, the word probate is kind of a “dirty word,” because it means a lot of unnecessary time, money and...

Today, we are talking about appreciated assets. These types of assets are great, because they provide increased investment value. The...

How does the Mission Advancement Team work with current gifts compared to deferred gifts? The KML Mission Advancement Team work with...

How would you like guaranteed income for life? I expect you get letters and phone calls all the time that promise things that seem too...

Life insurance is a great asset for you and your loved ones. Did you know it can also be a great option for making a charitable gift?...

The KML Foundation is the largest source of student assistance funding and the impact is growing every year. This is valuable...

Trusts Our June Table Talk blog addressed the important topic of Asset Protection. In talking with Attorney David Streese, he mentioned...

Listen to Attorney Rob Melick as he talks about the documents and process of estate planning in a easy to understand way. (This was...

How can I protect my assets from the government, from long-term care spenddown, and from other threats? Asset protection is an important...

Over the years, I’ve talked with many people about estate planning. I also have heard many reasons for not actually creating a plan. This...

Our Table Talk blogs and vlogs are sponsored by the KML Foundation. These informative episodes are designed to help people make decisions...

Welcome to our KML Foundation’s December vlog. I’m Paul Snamiska. How many of you have said, or at least thought, I can’t wait for this...

An endowment is basically a permanent investment fund that distributes earnings every year for special causes. Donations are made into...

How important is estate planning? I would say it is very important, but you would expect me to say that based on my work. I can tell you,...