Julie Ann Garber, J.D. is an experienced estate planning attorney turned bank trust officer dedicated to helping you understand why planning for the possibility of mental incapacity and certain death should be made top priorities in your life. On her GuideSite Julie strives to take the mystery and "legalese" out of estate planning and instead explain it in easy to understand "plain English." She also encourages her readers to make a plan now and then review and update the plan frequently because this will save time and money in the future and ultimately prevent family discord.
Julie began practicing in estate planning in the Washington, D.C. area in 1995 and was in private practice as an estate planning attorney for 18 years (in Maryland and then Florida) before becoming a trust officer for a private bank in January 2014.
- Co-author, Estate Planning Strategies, Collective Wisdom, Proven Techniques (Wealth Builders Press, 2008)
- Co-author, Estate Planning Client Strategies: Leading Lawyers on Understanding the Client's Goals, Using Trusts Effectively, and Planning in a Changing Economic Climate (Inside the Minds) (Thomson West; Aspatore Books, 2009)
- Co-author, Advising the Elderly Client (Thomas Reuters; Clark Boardman Callaghan, 2013).
- Co-author, The Pocket Guide to Estates & Trusts (Collaborative Press, LLC, 2013)
- Amazon author profile: Julie Ann Garber, J.D.
- Quoted in St. Petersburg Times: How to Get Your Estate in Order
- Quoted in The New York Times: Clauses Aimed at Keeping the Heirs Quiet
- Quoted in Black Enterprise Magazine: To Save and Protect
- Quoted in Insurance News Net Magazine: The Lessons of Famously Bad Estate Planning Failures
- Quoted in Fort Myers News-Press: Economist says outlook improving, but slowly
- Quoted on the Vanguard website: I'm single. Do I really need a financial plan?
- Quoted in the New York Post: The secret life of Liz Taylor's daughter
- Quoted in Maryland Community News Online: Fight or flight: Theories on why Marylanders move elsewhere
- Quoted in Consumer Reports: How to spare your heirs a battle over your estate
- Quoted in Insurance News Net Magazine: Estate Planning Failures of the Rich and Famous
I view estate planning not as a one time transaction but as a life long process that must change as the law, clients, and lawyer change. With this as a back drop, one of my professional goals is to convince people to see lawyers in a different light by making them understand the real value that their estate planning attorney can add to their lives and the lives of their families. I want my readers to see their estate planning attorney not only as their lawyer, but as their trusted advisor.
You may contact me via email: firstname.lastname@example.org. However, please note that due to the number of emails I receive and the restrictions placed on attorneys by state bar rules and the attorney-client privilege, I may not be able to personally respond to your inquiry. In addition, if you would like to ask a legal or tax question as it pertains to your situation or to a client's situation, or if you are looking for free or paid legal or tax advice, unfortunately I cannot respond to such inquiries.