#271 - The needs for trust and estate planning with Tim Fogarty

Hosts Michael Connaughton and Kathleen Keneally are joined by Tim Fogarty Tim has led Dime Bank's Wealth Management business line as Vice President, Senior Trust Officer since 2021. Tim is responsible for the Bank's comprehensive trusts and estate planning, investment advisory, and non-profit services to benefit the local community. Tim has over a decade of experience in financial services and has held various insurance and investment licenses over the years. He attained his Certified Trust and Financial Advisor designation from the American Bankers Association in 2020. He also received the 2023 New Leaders in Banking Award from the Connecticut Bankers Association. Tim holds a Bachelor of Arts degree from Providence College and a Juris Doctor degree, cum laude, from Roger Williams University School of Law. He is a member of the Connecticut, Massachusetts, and American Bar Associations. They discuss: -The needs for trust and estate planning -How Corporate Trustees serve their clients -Dime's collaboration with professional advisors And much more. Dime Bank's Trust Services: Website: https://www.dime-bank.com/wealth-management Phone: (860) 859-4300