News: Financial Digest

Suglia and Smith join Salem Five Bank as vice presidents

According to Salem Five Bank president and CEO Joseph Gibbons, Bill Suglia has been appointed to the position of senior vice president and commercial real estate loan officer. Prior to joining Salem Five, Suglia worked as a senior vice president and division executive of commercial real estate at Citizens Bank responsible for managing the northern New England market including New Hampshire, Maine and Vermont. Also, Allison Smith has been appointed to the position of vice president and senior portfolio manager in the commercial real estate division. Smith was formerly a senior vice president in the commercial real estate division at Citizens Bank. Prior to this role she served as the vice president of credit review. Smith holds a bachelor of science degree in education from St. Lawrence University. She has served on the boards of several charitable foundations in New Hampshire and is actively involved in civic organizations in Bedford, NH, where she currently resides.
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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.