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Communicate Your Wishes

April 15, 2026 By Patrick Schultz, J.D., CEPA® & Shelby Anderson, J.D., CEPA®
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Office Hours

Communicate Your Wishes

In this Office Hours Wealth Planning Series discussion, Senior Wealth Planners Patrick Schultz and Shelby Anderson emphasize the importance of communicating estate plans clearly, helping families reduce conflict, avoid surprises, and maintain long-term harmony. 

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Get to Know the Authors

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Shelby Anderson, J.D., CEPA®
Senior Wealth Planner
Favorite Quote
"I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel." — Maya Angelou
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Patrick Schultz, J.D., CEPA®
Senior Wealth Planner
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