News: Financial Digest

Professional Profile: Louis Chinappi, 2014

Name: Louis Chinappi Title: Chair - Mass. Mortgage Bankers Association Company: Conn. Attorney's Title Insurance Corp. (CATIC) Location: 1700 West Park Drive, Sutie 21, Westborough, MA Place of Birth and Year: Winchester, MA - 1963 Family: wife; Susan, children; David, Andrea College: Salem State College - BS Bus. Admin; MBA First Job in Finance or Allied Field: Teller at Stoneham Cooperative Bank What do you do now and what are you planning for the future: Focus on assisting members with implementation of all new regulations banks are facing; more advocacy, get involved with legislators; more networking (i.e. March Madness - March 20th at Sea Dog Pub - Woburn) Hobbies: Run and workout at the gym Favorite Book: "Prayer for Owen Meaney" by John Irving Favorite Movie: "It's a Wonderful Life" Key to success (one idea): Address uncomfortable situations head on If you were forced to choose another vocation what would it be?: Artist
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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.