11-10-19 - Erin Fay - Non-Traditional Estate Planning

Episode 84 November 11, 2019 00:42:55
11-10-19 - Erin Fay - Non-Traditional Estate Planning
Money Sense
11-10-19 - Erin Fay - Non-Traditional Estate Planning

Nov 11 2019 | 00:42:55

/

Hosted By

Karen Ellenbecker

Show Notes

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Erin K. Fay, Attorney with Fay Legal, s.c., to discuss estate planning for domestic partnerships, co-habitation agreements and the LGBT community.

Other Episodes

Episode

March 18, 2023 00:45:27
Episode Cover

Market Update with Richard Schiller

Jamie Williams, EIG Wealth Advisor, and Richard Schiller, Portfolio Manager & Private Wealth Advisor at Pavlic Investment Advisors, Inc., navigate the current rate environment...

Listen

Episode

June 23, 2024 00:44:58
Episode Cover

Investing in U.S. Financial History

Listen to hear Jamie Williams, Wealth Advisor at EIG, talk with Mark J. Higgins, Author & Financial Historian, about the history of investing and...

Listen

Episode 83

November 11, 2019 00:43:20
Episode Cover

11-09-19 - Susan Hansen - Divorce Planning

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, talks with Susan Hansen, Collaborative Lawyer & Mediator with Hansen & Hildebrand, s.c., about choosing...

Listen