2 episodes

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 creating wills and trusts, or ways to invest that will benefit you and charities you are passionate about through IRA distributions, QCD's, endowment funds, and donor-advised funds.

KML Foundation Table Talk Crystal

    • Education

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 creating wills and trusts, or ways to invest that will benefit you and charities you are passionate about through IRA distributions, QCD's, endowment funds, and donor-advised funds.

    SECURE Act 1.0 & 2.0

    SECURE Act 1.0 & 2.0

    The U.S. Government passed two acts that are known as SECURE Act 1.0 and SECURE Act 2.0. Learn how these two laws affect you.

    • 20 min
    Disinherit the Government

    Disinherit the Government

    People can give portions of their estate to loved ones, to their favorite charities, or to the IRS. What can be done to reduce or eliminate your money going to the government?

    • 20 min

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