News: Financial Digest

Nicholas Barrett 2009

Name: Nicholas Barrett, Esq. Title: Principal Owner Company: Nicholas Barrett & Associates Location: 999 South Broadway, East Providence, RI 02914-4701 Place of Birth of Year: Freeport, N.Y. - 1949 Family: Wife Karen, son Nicholas and daughter Emily College: Suffolk College AAS; University of Miami BBA; Suffolk University JD First job outside of finance: Marketing rep. for Western Union First job in finance or allied field: Tobin & Silverstein - associate litigation attorney What do you do now and what are you planning for the future: Focus on lender services handling transactional work, closings, title, foreclosures, bankruptcy and evictions - gearing up for the finance and acquisitions market, which is picking up. Hobbies: Time with family, charity work Favorite Book: "For those I love" by Martin Gray Favorite Movie: Blues Brothers Person you most emulate (outside of family): Jerry Seinfeld Key to success: Persistence and attitude If you were forced to choose another vocation, what would it be? Paramedic
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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.