News: Financial Digest

Professional Profile: Joseph Carelli, 2015

Name: Joseph Carelli Title: Chair - New Hampshire Bankers Assn. Company: Citizens Bank of New Hampshire & Vermont Location: 875 Elm St., Manchester, NH Birthplace and year: Chelmsford, MA - 1958 Family: Wife - Paula; Children - Alexandra, Christine, Devon College: University of Massachusetts - BSBA Business Administration First job in banking or allied field: Loan officer in-training - First Bank, Chelmsford, Mass. What do you do now and what are you planning for the future? Work with our president Christiana Thornton and staff to promote the general welfare and public perception of banking institutions and also to raise awareness and promote dialogue around issues important to our industry, our associate members and our clients. Hobbies: Time with family, skiing, running, bicycling Favorite book: "Unbroken" by Laura Hillenbrand Key to success (one idea): Build trust, high integrity and strong morals If you were forced to choose another vocation what would it be? Forest ranger
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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.