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Estate Planning for Unmarried Couples

March 13, 2026 By Patrick Schultz, J.D., CEPA® & Shelby Anderson, J.D., CEPA®
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Office Hours

Estate Planning Considerations for Unmarried Couples

In our final Office Hours Wealth Planning episode, Senior Wealth Planners Patrick Schultz and Shelby Anderson discuss the unique challenges unmarried couples face, why legal rights are limited without formal documentation, and the planning strategies needed to protect partners and avoid unintended outcomes.

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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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