Year-End Planning: Thoughtful Steps from K&B
As the year comes to a close, it is a natural time to pause and take stock of where you are.
The Benefits of Charitable Giving
How Giving Back Can Affect Your Finances, Your Legacy, and Society.
Get Ahead Before the Leaves Turn: Why Fall Planning Starts in Summer
As the summer months wind down and routines begin to shift toward fall, many families find a natural moment to pause and reflect. This quieter season presents a valuable opportunity to revisit important financial conversations
Staying Vigilant Against Diminished Capacity and Financial Exploitation
Elder financial abuse is a growing and underreported issue. In 2023 alone, older adults lost over $1.1 billion to scams, according to the Federal Trade Commission.
Summer Reading (and Listening) Picks from the Kimelman and Baird Team
