The Trusted Advisor

Michael Ziminsky

Michael Ziminsky is a trust officer at Tompkins Financial Advisors, Hudson Valley

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Navigating the Great Wealth Transfer

Posted by Michael Ziminsky on May 2, 2024 3:04:04 PM

This article, (originally, Three Steps to Navigating the Great Wealth Transfer) written by Michael Ziminsky first appeared in the Westfair Business Journal on April 15, 2024. You can see the original here: https://westfaironline.com/premium-content/digital-archives-fairfield/westfair-business-journal-april-15-2024/ 

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