News: Financial Digest

Professional Profile: Charles Andrews, 2014

Name: Charles "Guy" Andrews, SRA Title: President, Vermont Chapter of the Appraisal Institute Company: CMA Appraisals, Inc. Location: 565 Barnes Rd., Monteplier, VT 05602 Place of birth and year: Burlington, VT - 1963 Family: Wife, Lauren; Daughters, Meredith and Devon College: Paul Smith College - associate degree in Hotel Management First job outside appraisal: Dishwasher at Dejavu Café in Burlington First job in appraisal: Fred Blais Appraisers - trainee What do you do now and what are you planning for the future: We are hiring an executive director (Jackie Beauchame who is also ex. dir. of CT chapter) to run day to day affairs. I plan to implement strategic planning; institute strong committees; institute educational programs; encourage members to become designated; attract new members Hobbies: Cooking, collect wine, travel Favorite book: "Shibumi" by Trevanian (pseudonym for Rodney William Whitaker) Favorite movie: "Best in Show" Person you most emulate (outside of family): Ed Friihauf, MAI Key to success (one idea): "POLITE" - Professional, Organized, Limber, Intelligent, Timely, Educated If you were forced to choose another vocation what would it be?: Professional Chef
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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.