Host Jamie Williams, an EIG Wealth Advisor, delves into the intricacies of real estate and estate planning with Erick Fabyan, Attorney at Haight & Fabyan, S.C.
In this episode, they explore the vital role of real estate in financial and estate planning, discussing topics such as property ownership, trusts, and the impact of estate planning on family dynamics.
Whether you're a homeowner or an investor, this episode offers valuable insights to help you navigate the complexities of real estate and secure your financial future. Tune in weekly to gain advice and practical tips from industry leaders.
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Meghan Davis, Life Enrichment Director with Capri Senior Communities to talk about...
Anne Mank, CFP®, EIG Wealth Advisor, is joined by K. Paige Engle, Travel Entrepreneur, Author and Speaker, to discuss safe travel strategies, especially when...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, discuss the 25th anniversary of...