News: Financial Digest

Sheehan joins Ruberto, Israel & Weiner as an associate concentrated in estate and tax planning

Katherine Sheehan has joined Ruberto, Israel & Weiner as an associate at the firm. Her practice is concentrated in the areas of estate and tax planning as well as trust and estate administration. Prior to joining Ruberto, Israel & Weiner, Sheehan was with Cody & Cody, LLC in Quincy, where she focused her practice in the areas of estate planning, both general and sophisticated, charitable planning, and long term care planning, as well as trust, probate and estate administration. Before joining Cody & Cody, Sheehan was trust counsel for Boston Financial Management, Inc., a Boston based investment advisory firm. While attending Suffolk University Law School, Sheehan served as a research assistant for professor Charles Rounds, Jr., aiding in the completion, of Loring, A Trustee's Handbook (2002 Edition). Sheehan has also given numerous presentations on a variety of estate and long term care planning topics. She has also been a guest on the Money Matters radio program.
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Preservation of Affordable Housing secures $23.5 million in financing from Rockland Trust and Citizens Bank

Cambridge, MA The nonprofit Preservation of Affordable Housing (POAH) has secured $23.5 million in financing from Rockland Trust and Citizens Bank to transform a 150-year-old, underutilized church complex into housing. The project will ultimately create 46 affordable family-sized apartments.
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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.
Conn. hospitality market: A technical appraisal perspective on market dynamics and valuation challenges (2019-2025)

Conn. hospitality market: A technical appraisal perspective on market dynamics and valuation challenges (2019-2025)

The Connecticut hospitality market has demonstrated uneven recovery patterns between 2019 and 2025, with boutique and historic properties achieving $125 RevPAR in 2025, up 8.7% from the 2019 level. Coastal resort properties achieved a $105 RevPAR in 2025, representing 10.5% growth since 2019. Casino corridor properties maintained modest growth with RevPAR improving 4.5% to $92 in 2025.