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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...

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,...

Estate gifts are a unique opportunity during this time of uncertainty. Many people are unsure about: Their health Their investments Their...

You’ve heard the phrase “a gift that keeps on giving.” Well, let me tell you about a way you can give a gift and receiving additional...

Other than an estate planning counselor (like me) or an estate attorney, who would ever agree that estate planning is exciting? Well, my...

I pray that you and your loved ones are healthy and safe as we work through the coronavirus pandemic. Safety seems to be the top priority...

The old saying goes, “nothing is certain except death and taxes.” Although we can’t do anything about the first part, we do have options...

In my experience, people understand the need and value of having an estate plan, but many of them still don’t actually complete one. I...

With the start of a new year, many people take stock of their lives and look for ways to add value through positive changes. In addition...

The Benefits of IRA Charitable Rollover Gifts Is it possible to take money from your IRA, make a donation to charity, give less to the...