Shelly Donaldson, Cumberland Trust’s Vice President and Business Development Officer based in our Atlanta office, recently joined Signature Wealth Management Group as a guest on the Up and to the Right podcast. Shelly joined estate planning attorney Rob Petmecky to discuss the importance of estate planning and to examine will-based vs. trust-based planning.
Spotlight: Estate Planning Discussion with Rob Petmecky and Shelly Donaldson
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.
Learn more by visiting signaturewmg.com.