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Core Estate Planning Documents: Part 2

April 8, 2026 By Patrick Schultz, J.D., CEPA® & Shelby Anderson, J.D., CEPA®
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Core Estate Planning Documents: Planning for Incapacity

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. 

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Shelby Anderson, J.D., CEPA®
Senior Wealth Planner
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"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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