Back to Main Menu

Back to all Insights & Resources
1 minute read

When to Begin Estate Planning: Key Milestones Advisors Should Know

February 4, 2026 By Patrick Schultz, J.D., CEPA® & Shelby Anderson, J.D., CEPA®
Download
Download the Study Guide
SHARE

Office Hours

When to Begin Estate Planning: Key Milestones Advisors Should Know

Senior Wealth Planners Patrick Schultz and Shelby Anderson discuss the ideal timing for establishing foundational estate documents, why planning becomes essential at age 18, and how evolving life stages shape the complexity of a client’s estate plan.

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

Get to Know the Authors

Anderson_Shelby
Shelby Anderson, J.D., CEPA®
Senior Wealth Planner
Favorite Quote
"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
Meet Shelby
Schultz-P
Patrick Schultz, J.D., CEPA®
Senior Wealth Planner
Meet Patrick

Related Insights

Key Medical Documents Page Link
Office Hours
Office Hours

Key Medical Documents

February 18, 2026
By Patrick Schultz, J.D., CEPA® & Shelby Anderson, J.D., CEPA®
In this Office Hours Wealth Planning segment, Senior Wealth Planners Patrick Schultz and Shelby Anderson break down key medical planning documents — including healthcare powers of attorney, living wills, and HIPAA releases — and explain how they work together to guide medical decision-making.
Learn More
Key Documents: Non-Medical Page Link
Office Hours
Office Hours

Key Documents: Non-Medical

February 18, 2026
By Patrick Schultz, J.D., CEPA® & Shelby Anderson, J.D., CEPA®
In this episode of our Office Hours Wealth Planning series, Senior Wealth Planners Patrick Schultz and Shelby Anderson outline the role of durable powers of attorney, the differences between springing and non-springing powers, and how these documents provide essential financial decision-making authority during incapacity.
Learn More
Other Documents That Can Affect an Estate Plan Page Link
Office Hours
Office Hours

Other Documents That Can Affect an Estate Plan

January 30, 2026
By Patrick Schultz, J.D., CEPA® & Shelby Anderson, J.D., CEPA®
In this Office Hours Wealth Planning episode, Senior Wealth Planners Patrick Schultz and Shelby Anderson explain how documents like buy–sell agreements, prenuptial agreements, and divorce decrees can directly influence estate outcomes — often in ways clients never expect.
Learn More

Advisors: Subscribe to receive our latest insights, market updates, and invites to our award-winning webcast series.

You can unsubscribe to any or all of the communications at any time by clicking the “Unsubscribe” link that appears in every email we send. Clark Capital fully complies with all U.S. CAN-SPAM laws.