News: Financial Digest

Dudley Alleman 2012

Name: Dudley (Skip) Alleman Title: President, Hartford Chapter of REFA Company: HRP Associates Location: 197 Scott Swamp Rd., Farmington, Conn. Place of birth and year: Kisco, NY - 1957 Family: Wife, Sharon; son, Jackson; daughter, Jordana; grandson, Dylan College: Central Conn. State University - Environmental Biology First job in finance or allied field: Chemistry Lab Tech - GRC Environmental What do you do now and what are you planning for the future: Oversee committees involved in programs or events, membership and sponsorship throughout the year. Hobbies: Time with family, bicycling, kayaking Favorite book: "Unbroken" by Laura Hillenbrand Favorite movie: "The Last of the Mohicans" Person you most emulate (outside of family): Richard Garibaldi, MD Key to success (one idea): Laugh often, be good to others If you were forced to choose another vocation what would it be?: Play guitar with Mark Knopfler of Dire Straits
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Boston, MA The fall season always marks the return of IFMA Boston events, and this year is no different. Registration is now open for IFMA Boston’s FMForward Deep Dive 2024. The FMForward Deep Dive 2024 Conference will be held on November 19th at the Babson Executive Conference Center in Wellesley, Mass.
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Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

Preserving wealth across multiple generations requires strategic planning, foresight, and the right investment vehicles. Delaware Statutory Trusts (DSTs) offer a powerful solution for families looking to build and protect their financial legacy and to efficiently plan for their estate.