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In this Office Hours Wealth Planning Series Q&A, Senior Wealth Planners Patrick Schultz and Shelby Anderson discuss moving beyond foundational estate planning, discussing advanced strategies like spousal lifetime access trusts while emphasizing thoughtful, simple design.

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.

In this Office Hours Wealth Planning Series Q&A, Senior Wealth Planners Patrick Schultz and Shelby Anderson answer common estate planning questions, including revocable trusts, beneficiary-only strategies, account control, and how often to review and update plans.

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.