Real Estate in Your Financial Plan

December 06, 2025 00:47:04
Real Estate in Your Financial Plan
Money Sense
Real Estate in Your Financial Plan

Dec 06 2025 | 00:47:04

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Hosted By

Karen Ellenbecker Julie Ellenbecker - Lipsky

Show Notes

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Episode Transcript

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.

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