Julie Garber

  • A private practice estate planning attorney for 18 years before entering the financial services industry as senior trust officer at BMO Wealth Management in Naples, Florida. 
  • Began practicing law in the Washington, D.C. area in 1995 and moved into banking in January 2014.



Julie Ann Garber is a former writer for The Balance, covering estate planning issues for more than seven years.

She has been quoted in the The New York Times, the New York Post, Consumer Reports, Insurance News Net Magazine, and many other publications. 

Garber attended Allegheny College and received her Bachelor of Science degree in biology in 1988. She graduated magna cum laude, Phi Beta Kappa. 

Publications and Awards 
  • Co-author of "Estate Planning Strategies: Collective Wisdom, Proven Techniques" 
  • Co-author of "Estate Planning Client Strategies: Leading Lawyers on Understanding the Client's Goals, Using Trusts Effectively, and Planning in a Changing Economic Climate"
  • Co-author of "Advising the Elderly Client" 
  • Co-author of "The Pocket Guide to Estates & Trusts" 


Garber attended Duquesne University School of Law in Pittsburgh and received her J.D. in 1994. She was admitted to the bar to practice law in Pennsylvania in 1994, in Maryland in 1995, and in Florida in 2002.

About The Balance and Dotdash

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