Key Medical Documents

In this episode of our Office Hours Wealth Planning series, Senior Wealth Planners Patrick Schultz and Shelby Anderson outline the role of durable powers of attorney, the differences between springing and non-springing powers, and how these documents provide essential financial decision-making authority during incapacity.

Senior Wealth Planners Patrick Schultz and Shelby Anderson discuss the ideal timing for establishing foundational estate documents, why planning becomes essential at age 18, and how evolving life stages shape the complexity of a client’s estate plan.

In this Office Hours Wealth Planning episode, Senior Wealth Planners Patrick Schultz and Shelby Anderson explain how documents like buy–sell agreements, prenuptial agreements, and divorce decrees can directly influence estate outcomes — often in ways clients never expect.