News: Financial Digest

Professional Profile: Rocco Quaresima, 2014

Name: Rocco Quaresima, MAI Title: President, Connecticut Chapter of Appraisal Institute Company: FRQ Property Advisors, LLC Location: 750 Main St., Suite 304, Hartford, CT 06103 Place of birth and year: Hartford, CT - 1967 Family: Single - engaged College: UCONN - BS Business Administration, Finance First job in Appraisal or allied field: Reviewer for CBT What do you do now and what are you planning for the future: Get more younger members involved - bring back camaraderie. Hobbies: Make wine; cook Favorite book: "Quantum Success" Favorite movie: "Shawshank Redemption" Person you most emulate (outside of family): Chris Italia (appraiser) Key to success (one idea): Integrity - hard work If you were forced to choose another vocation what would it be?: 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.