News: Financial Digest

TD Banknorth promotes three to senior vice president of commercial R.E.

TD BankNorth has promoted three employees. Christopher Lippert has been promoted to senior vice president in commercial real estate in Haverhill and Beverly. He will manage a team of five commercial lenders and support staff who provide lending services to customers primarily in the North Shore area of Boston and southern New Hampshire. Lippert joined TD Banknorth in 2002 and has 25 years of banking and commercial real estate and lending experience. Kerin Deedy Green has been promoted to senior vice president in commercial real estate in Lowell. She will continue to serve as a commercial real estate lender as well as a team leader responsible for managing a team of lenders in Lowell and Andover. John O'Heir has been promoted to senior vice president in commercial real estate in Springfield. He will continue to serve as a commercial real estate lender as well as a team leader responsible for managing a team of lenders serving customers throughout the region.
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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.