Julie Westbrock, JD, Vice President of Business Development, recently joined the Minneapolis-St. Paul Business Journal’s Estate Planning Table of Experts. The discussion focused on a general guide to keep in mind when creating and maintaining an estate plan.
Julie emphasized that each individual’s situation is unique, describing estate planning as a “one-size-fits-one” approach where it’s important to dig into each client’s goals and wishes. She also noted that when it comes to facilitating difficult conversations among family members during the estate planning process, communication is key.
Furthermore, Julie provided insights into common issues that arise during the trust or estate administration process, before discussing the importance of women feeling comfortable managing their finances.
