News: Financial Digest

Walsh hired as senior vice president of Eastern Bank's wealth management division

Eastern Bank has hired William Walsh as senior vice president in charge of the bank's wealth management division. Walsh brings more than 20 years of experience in the financial services industry to Eastern Bank. Prior to joining Eastern, Walsh was a director and planning officer at Weston Financial Group, a wealth management firm in Wellesley. From 2001 to 2009, Walsh served as a senior vice president at Bank of America/US Trust, where he managed a team of 14 private client advisors and private client managers serving high net worth clients. Walsh is a Certified Financial Planner and earned his bachelor's degree in Business Administration from Salem State College. He earned a diploma in Financial Planning at Boston University, where he has worked as an adjunct professor since 1996. About Eastern Bank Founded in 1818 and based in Boston, Eastern Bank is the largest independent and mutually owned bank in New England, with $7.6 billion in assets and more than 90 branches serving communities from the Merrimack Valley to Cape Cod. Eastern Bank offers banking, investments and insurance all under one roof, and prides itself on working harder to understand its customers' needs so it can deliver these services in a committed and personal way. Eastern Bank includes Eastern Wealth Management and Eastern Insurance.
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Examples of investors who used Kay Properties for legacy and estate planning purposes for rental property/portfolios - by Dwight Kay

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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.