News: Financial Digest

Professional Profile: Terance O'Mahoney, 2014

Name: Terance O'Mahoney, SRA & MAI Title: President, Maine Chapter of the Appraisal Institute Company: SC Valuation Group Location: PO Box 419, Kittery, ME 03904 Place of birth and year: Plymouth, England - 1937 Family: Wife, Kimberly; Children, Chase and Aine College: Articled pupil under auspices of Royal Institution of Chartered Surveyors First job in real estate or allied field: Wells Fargo Bank - appraiser What do you do now and what are you planning for the future: Continue education program; two new designations for review appraisers will be instituted Hobbies: Travel Favorite book: "Small Wars, Faraway Places" by Michael Burleigh Favorite movie: "Philomena" Person you most emulate (outside of family): Gerry Adams, president of Sinn Fein Key to success: Education
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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.