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Estate planning is critical for all adults. Much of the time, creating an estate plan is quite easy and straightforward, and other times...

Tax Planning for 2023 Our first Table Talk blog for 2023 is very practical and will truly help you make good decisions that will also...

This month’s Table Talk blog focuses specifically on IRAs and some of the charitable options that are available. In very general terms,...

Kettle Moraine Lutheran High School and the KML Foundation have been blessed by the many people who give their support so generously....

Named Endowed Funds The KML Foundation manages a number of named endowed funds which are uniquely designed to benefit KML students and...

Every two years, KML chooses a school theme that is featured in our publications, chapel services, promotional materials and more. Our...

Creating an estate plan is extremely important, and yet the majority of American adults don’t have one. Our Table Talk topic is titled...

Surveys reveal there are more than two-thirds of American adults who do not have a current estate plan. There are many reasons for this,...

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...