Helping you navigate the market's twists and turns.

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.

In our fifth Office Hours Wealth Planning installment, Senior Wealth Planners Patrick Schultz and Shelby Anderson explore how beneficiary designations, account titling, and other contractual arrangements can unintentionally override an estate plan — and what advisors can do to help clients avoid costly mistakes.

In this episode of Office Hours, Senior Wealth Planner Patrick Schultz explores the difference between a stock sale and an asset sale and discusses how the seller of a business may have a better tax result with a stock sale.