Dive into our Wealth Planning videos and strategy guides.

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.