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Trusts, Taxes, and Teamwork with Drew Shumski (Ep. 5)

Trusts, Taxes, and Teamwork with Drew Shumski (Ep. 5)

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Retirement planning involves more than balancing spreadsheets—it demands coordination, trust, and holistic collaboration. This week on JubilAge, Carol Chiarito is joined by Drew Shumski, an experienced financial advisor with over 20 years of experience and a military background. Together, they uncover the essential role of collaboration between financial advisors and attorneys in creating a stable …

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