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Why Estate Planning Matters (Part #2)

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 #2)

In this Office Hours Wealth Planning Series discussion, Senior Wealth Planners Patrick Schultz and Shelby Anderson highlight incapacity planning, legacy goals, and business continuity, sharing real-world stories that show why proactive planning protects families and preserves wealth. 

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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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