Jill on Money with Jill Schlesinger Estate Planning Awareness
12 snips
Oct 24, 2025 Juliet Kalib, a trusts and estates attorney, and Rick Kahler, a fee-only financial planner and financial therapist, share their expertise on the crucial but often daunting process of estate planning. They explore common barriers, including the fear and superstition surrounding estate documents. The duo discusses the emotional challenges that arise from family dynamics and recommends using professionals to mediate tough conversations. They also share strategies to encourage reluctant clients to start planning, emphasizing the importance of communication and support.
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Use Curiosity Not Shame
- Become curious and ask why someone resists estate planning instead of shaming them.
- Normalize the situation and explore emotional barriers to move the process forward.
Superstition Blocks Planning
- Some people fear starting estate documents because they think doing so will cause death.
- Rick compares this to people who won't cancel life insurance for the same superstition.
Emotions Drive Estate Planning Delays
- Estate planning forces people to confront deep family dynamics and emotions.
- Bringing neutral professionals helps navigate baggage and reduces conflict.