Unintended Consequences That Can Alter an Estate Plan

Office Hours

Unintended Consequences That Can Alter Your Plans

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.

Have a question you’d like to see Patrick and Shelby answer during Office Hours?

Contact Your Investment Consultant