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 95

March 30, 2020 00:42:21
Episode Cover

3-29-20 - Bruce Nemovitz - Housing Market

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, talks with Bruce Nemovitz, Senior Real Estate Specialist with Realty Executives Integrity, to discuss the...

Listen

Episode

April 13, 2024 00:41:50
Episode Cover

Investment Research

Jamie Williams, EIG Wealth Advisor, talks with Barry Mendelson, CEO of Capital Market Consultants, about the significance of investment research for due diligence, quality...

Listen

Episode 158

April 05, 2021 00:43:14
Episode Cover

4-04-21 – Diane Gastrow - Insurance Planning Through the Decades

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Diane Gastrow, EIG Director of Insurance Planning, about using insurance as a financial planning...

Listen