Juliet Kalib

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.