Kimelman & Baird

08/09/2026

We're glad to welcome Justin Goldberg, a trusts and estates attorney at Moses & Singer, to our September 10th webinar, Estate Planning 101. He helps high net-worth individuals and families create tax-efficient estate plans and wealth transfer strategies, drawing on litigation experience to keep probate and estate administration moving smoothly. Join us to hear his perspective on building an estate plan that keeps pace with your life. Register here: https://www.library-messages.com/b5c630f3-bd64-44fa-a5d0-99f1ba397a00/events/estate-planning-101-a-kb-webinar-featuring-justin-goldberg

04/09/2026

Estate Planning 101 is coming up on September 10th. Justin Goldberg joins Kimelman & Baird to unpack the essential documents and common pitfalls behind a plan that truly protects the people you love. Reserve your spot today: https://www.library-messages.com/b5c630f3-bd64-44fa-a5d0-99f1ba397a00/events/estate-planning-101-a-kb-webinar-featuring-justin-goldberg

01/09/2026

A signed will isn't the finish line. It's the beginning. We're sitting down with Justin Goldberg, a trusts and estates (T&E) attorney, on September 10th to talk through what a complete estate plan actually looks like, and the questions worth asking before you assume yours is one of them. Register here: https://www.library-messages.com/b5c630f3-bd64-44fa-a5d0-99f1ba397a00/events/estate-planning-101-a-kb-webinar-featuring-justin-goldberg

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