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.
Previous Episode
Next Episode

Other Episodes

Episode 96

April 13, 2020 • 00:44:44
Episode Cover

4-11-20 – Rachel LaMantia – CARES Act

Anne Mank, CFP®, CPA, EIG Wealth Advisor talks with Rachel LaMantia, Founder of Masterpiece Bookkeeping, LLC, about how the CARES Act affects individuals and...

Listen

Episode 0

October 19, 2021 • 00:39:59
Episode Cover

10-16-21 - Heather Nelson - Lending for Small Businesses

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Heather Nelson, Senior Vice President with Spring Bank, to discuss commercial lending for small...

Listen

Episode 0

July 26, 2021 • 00:42:15
Episode Cover

7-25-21 - Beth Jaworski - Real Estate Market Updates

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Beth Jaworski, Realtor and Associate Vice President with Shorewest Realtors, about the current real estate...

Listen