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

July 14, 2026 • 00:38:28
Episode Cover

The Difference Between Tax Preparation and Tax Planning

Taxes are often something people think about once a year. Gather the documents, file the return, and move on. But what if that approach...

Listen

Episode 52

May 21, 2019 • 00:43:18
Episode Cover

3-16-19 - Rich Polimeni - Saving for College

EIG Senior Wealth Advisor, Jean Range, CFP® talks with Richard Polimeni, chair of the College Savings Foundation about using 529s to save for college....

Listen

Episode

August 31, 2025 • 00:45:12
Episode Cover

The Wizard of Finance: Unmasking Market Myths

Join us as Mike Roth, President of Black Maple Capital, unravels the complexities of the financial world through the lens of 'The Wizard of...

Listen