Helping you navigate the market's twists and turns.

In this Office Hours Wealth Planning Series episode, Senior Wealth Planners Patrick Schultz and Shelby Anderson examine asset titling and beneficiary designations, explaining how missteps can override estate plans and create unintended, sometimes costly, consequences.

In this Office Hours Wealth Planning Series video, Senior Wealth Planners Patrick Schultz and Shelby Anderson walk through essential incapacity documents, including financial and health care powers of attorney, highlighting common mistakes and practical planning considerations.

In this Office Hours Wealth Planning Series session, Senior Wealth Planners Patrick Schultz and Shelby Anderson review core estate planning documents, including wills, revocable trusts, and pour-over provisions, explaining how each works to protect privacy and intent.

In this Office Hours Wealth Planning Series segment, Senior Wealth Planners Patrick Schultz and Shelby Anderson outline how to begin the estate planning process, starting with assessing assets, organizing records, and avoiding common administrative pitfalls.

In this Office Hours Wealth Planning Series discussion, Senior Wealth Planners Patrick Schultz and Shelby Anderson highlight incapacity planning, legacy goals, and business continuity, sharing real-world stories that show why proactive planning protects families and preserves wealth.

In this Office Hours Wealth Planning Series session, Senior Wealth Planners Patrick Schultz and Shelby Anderson explain why estate planning matters—covering client control, beneficiary protection, tax efficiency, and family harmony for clients at every wealth level.