News: Financial Digest

Russo and Norcross join the radius financial group

According to the radius financial group, Kathleen Russo has joined the team as loan coordinator. Russo is from Kingston, Mass. and formerly employed by Weichert Financial Services. Russo brings over 19 years of experience to our internal underwriting team. In addition Gregory Norcross has joined the radius financial group team as marketing coordinator. Norcross is from Duxbury, Mass. and formerly held a position at the New York Real Estate Journal as the publisher of the Economic, Industrial and Business Development section.
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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.