News: Financial Digest

LaGreca appointed to board of directors of Meridian Interstate

Carl LaGreca was appointed to the board of directors of Meridian Interstate Bancorp, Inc., and its wholly-owned subsidiary East Boston Savings Bank. With his new appointment LaGreca will also serve as a member of Meridian Interstate Bancorp's audit committee. A resident of Lynnfield, LaGreca is president of Forman, Itzkowitz, Berenson and LaGreca, PC in Waltham.
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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.