News: Financial Digest

Professional Profile: Richard Simmons, 2015

Name: Richard Simmons Jr., RA Title: President, Massachusetts Board of Real Estate Appraisers Company: Town of Lynnfield Assessor's office Location: 55 Summer St., Lynnfield, Mass. Birthplace: Gardner, Mass. Family: Divorced College: Nasson College, Springfield, Maine - BA English Literature First job outside of appraisal: Sales at Eastern Mountain Sports First job in appraisal or allied field: Joined Simmons Associates in 1981 with my father. What do you do now and what are you planning for the future? Maintain the organization, increase membership and its presence regionally. Hobbies: Backpacking, downhill skiing and bicycling. Favorite book: Elizabethan drama Favorite movie: "One Flew Over the Cuckoo's Nest" Person you emulate (outside of family): Allan Caprone Key to success: Due diligence and hard work. If you were to choose another vocation what would it be? Own a bicycle touring company.
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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.