News: Financial Digest

Sheryl Dennis 2009

Name: Sheryl Dennis Title: Partner Company: Fields and Dennis, LLP Location: 20 Williams St., Suite 165, Wellesley, Mass. Birthplace and year: Wakefield, Mass., 1952 Family: Husband Hugh Ferguson; son Nicholas College: Methodist College - BA Potlitical Science; New England School of Law - JD; Western New England College School of Law - LLM First job in finance or allied field: Associate at Tucker, Biegel, Spezial & Associates What do you do now and what are you planning for the future? Our practice is focused on real estate, estate planning and litigation. Hobbies: Skiing, vintage cars and reading. Favorite book: "Midnight in the Garden of Good and Evil" Favorite movie: "Year of the Comet" Person you admire most (outside of family): Karl Rove; Benjamin Netanyahu Keys to success: Focus and concentration If you had to choose another vocation what would it be? Archeology
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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.