Kimelman & Baird

24/08/2026

If something happened to you tomorrow, would your family know what to do? Join us September 10th for Estate Planning 101, a conversation with trusts and estates attorney Justin Goldberg on the documents, decisions, and details that make an estate plan truly work. Reserve your spot: https://www.library-messages.com/b5c630f3-bd64-44fa-a5d0-99f1ba397a00/events/estate-planning-101-a-kb-webinar-featuring-justin-goldberg

30/07/2026

Managing generational wealth can get harder when the next generation is left out of the conversation until it's unavoidable.
Starting that dialogue early on your terms, while there's no tax season or year-end deadline pressing in, changes the entire experience. It replaces a moment of crisis with a process of preparation.
Summer is a natural time to begin. Our latest post covers this and five other ways to check in on your financial health.
https://kimelmanbaird.com/insights/mid-year-check-in

22/07/2026

Writing a check is the simplest way to give, but not always the most tax-efficient one.
Donating appreciated securities lets you skip the capital gains tax while still deducting the full market value. For those over 70½, Qualified Charitable Distributions from an IRA offer another path, redirecting funds straight to a charity before they're ever taxed as income.
The right strategy depends on your goals and your timeline. We break down the options in our latest post.
https://kimelmanbaird.com/insights/mid-year-check-in

15/07/2026

A checking account here, a forgotten 401(k) there. When assets are scattered, it’s easy for the big picture to get blurry and for unintended gaps to creep into your strategy. Taking some time to review these legacy accounts isn't just about tidiness; it's about gaining total clarity. Exploring whether consolidation makes sense is a great next step. Read more in our latest post.
https://kimelmanbaird.com/insights/mid-year-check-in

09/07/2026

Beneficiary designations are one of the most overlooked pieces of financial planning. Most people set them once and forget them. But how you structure a designation—like naming an individual versus a trust—can have major tax implications for your heirs. A quick review ensures your intentions align with your estate plan, allowing for proper coordination with your tax and estate planning professional to prevent surprises later. Our latest post walks through what to check.

Here are six things you can do right now to check in on your finances—and make the rest of the year run just a little smoother.

02/07/2026

🎇 Happy Fourth of July from the K&B team!
Wishing you and your loved ones a safe and joyful holiday 🎉

01/07/2026

Theater, fiction, and market analysis: three more K&B team members share their summer picks.

Yasmeen Mock is recommending two shows: Every Brilliant Thing, a one-person play she calls "heart-wrenching yet hilarious," and Ragtime, the musical, for a score she describes as "deeply moving."

One of Gabriela Bruzzo’s recommendations is Tomorrow, and Tomorrow, and Tomorrow, a novel about creative partnership she enjoyed listening to on audio.

Jack Vanneck is listening to the Risk Reversal Podcast with Dan Nathan and Guy Adami for a daily technical read on the market.

Something for every kind of summer.

Full list on our website — https://kimelmanbaird.com/insights/summer-entertainment-picks-from-our-team

30/06/2026

Two different ways to stay informed this summer:

Scott Kimelman is reading The Idea Factory, Jon Gertner's account of Bell Labs and the era that produced the transistor, the laser, and information theory. "Required reading for anyone thinking about innovation, creativity, and institutional design."

Joyce Chan is keeping it efficient: The Rundown with Zaid Admani, a daily podcast covering markets, the economy, and key business news in about ten minutes.

One for the weekend. One for the commute.

Full list on our website — https://kimelmanbaird.com/insights/summer-entertainment-picks-from-our-team

23/06/2026

Not all summer recommendations lead to the beach.

Sapan Vyas is pointing us toward the Churchill War Rooms in London. "There is something about seeing the actual desks, the actual maps, the actual phones that makes leadership feel less like an abstraction and more like a daily choice." If you're in London this summer, he says don't miss it.

Jack Kimelman is going somewhere else entirely: the Ambergris Trilogy, Jeff VanderMeer's fantasy series set in a port city full of secrets and horrors beneath the streets.

History and fantasy. Real rooms and imagined ones.

Full list on our website — https://kimelmanbaird.com/insights/summer-entertainment-picks-from-our-team

17/06/2026

What's on the K&B reading list this summer?

Sheila Baird is recommending the latest in Robert Galbraith's Cormorant Strike series, and if you haven't started it yet, she says to begin at the beginning with The Cuckoo's Calling.

Nicole Wilson's list runs four deep. She's recommending There Is No Place for Us, Brian Goldstone's look at working homeless families in Atlanta and the 2026 Pulitzer Prize winner in general nonfiction. She's also returning to Toni Morrison: "Sula reveals something new every time you return to it."

Two very different readers. Two lists worth exploring.

Full list on our website — https://kimelmanbaird.com/insights/summer-entertainment-picks-from-our-team