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Listen "Spotlight: Estate Planning Discussion with Rob Petmecky and Shelly Donaldson"
Episode Synopsis
We’re honored to have Rob Petmecky and Shelly Donaldson on today’s “Spotlight” series. They discuss the importance of estate planning, will-based vs trust-based planning, and some of the biggest takeaways of the process.Rob Petmecky is an estate planning attorney with over 20 years of tax and estate planning experience. Shelly serves as the Vice President and Business Development Officer based in Cumberland Trust’s Atlanta office where she connects individuals, families and their financial, legal, and tax advisors with Cumberland Trust’s high caliber trust and estate administration services.Who should we talk to next? Email: [email protected] more at signaturewmg.com
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