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Why Estate Planning Matters (Part #1)

March 30, 2026 By Patrick Schultz, J.D., CEPA® & Shelby Anderson, J.D., CEPA®
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Office Hours

Why Estate Planning Matters (Part #1)

In this Office Hours Wealth Planning Series session, Senior Wealth Planners Patrick Schultz and Shelby Anderson explain why estate planning matters—covering client control, beneficiary protection, tax efficiency, and family harmony for clients at every wealth level. 

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Get to Know the Authors

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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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