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Get great tips and ideas for planning for a successful financial future. Listen in while Estate Plan Counselor Paul Snamiska sits down with different professionals to give you exclusive insight for cr... more
FAQs about KML Foundation Table Talk:How many episodes does KML Foundation Table Talk have?The podcast currently has 32 episodes available.
August 25, 2023Marketing the KML Foundation Crystal Perez, our KML Marketing Director, shares some exciting updates regarding current and future efforts to promote KML and the KML Foundation. ...more14minPlay
July 18, 2023Who holds the power for you?A will is the central part of an estate plan, but there is much more. Two of the other important documents are Powers of Attorney – one for medical and one for financial.Join Paul as he goes in-depth on these two very important documents with Attorney Andy Falkowski. ...more19minPlay
June 09, 2023Donor Advised FundsThe benefits and flexibility of a Donor Advised Fund might be an option right for you.There is a growing interest in Donor Advised Funds, but there might still be some people who are concerned about creating one or don’t know enough about them to make an informed decision. This month’s blog is designed to help you understand and evaluate this option....more12minPlay
May 10, 2023How the KML Foundation Helps Aid Future College StudentsThe cost of a college education continues to increase, and financial aid is critical for our graduating seniors. Jason Walz shares the impact of the special scholarships offered by the KML Foundation....more18minPlay
April 12, 2023TOD's and POD's What You Need To KnowCreating TODs and PODs can be an easy step in your overall estate plan, but there are some cautions as well as benefits. Listen to Attorney Andy Falkowski share some great information regarding these options....more14minPlay
March 07, 2023Charitable Swap Option A favorite stock and a gift for charity. Learn how you can "swap" these to make a greater gift to charity, receive a tax benefit and provide a future benefit for yourself. ...more12minPlay
February 13, 2023Testamentary Charitable Gift AnnuityThis month’s episode has a confusing title, but don't let that keep you from learning about the possibilities that could be right for you....more14minPlay
January 05, 2023Tax AvoidanceMost people don't like talking about taxes, but it's the new year and tax time is approaching. Joshua Boeldt, CPA and tax accountant, gives some practical tips on effective planning to reduce your tax burden....more17minPlay
December 12, 2022I.R.Yay! IRA accounts are very popular, but many people don’t realize some of the advantages that are available. This month’s vlog describes some of the great options that exist. ...more11minPlay
November 14, 2022Thank You KML FamilyThe generosity of our donors is critical in KML’s growth and success. Hear Wendy Breimon, KML’s Director of Mission Advancement, share the value and appreciation for our supporters....more15minPlay
FAQs about KML Foundation Table Talk:How many episodes does KML Foundation Table Talk have?The podcast currently has 32 episodes available.