Posts in category Estate Planning

From the Desk of Amanda Burrows, CFP® CSRIC®: Harnessing the Potential: Using Donor-Advised Funds in Modern Philanthropy

In recent years, donor-advised funds (DAFs) have emerged as a versatile and impactful tool in philanthropy, offering individuals and families a structured approach to charitable giving while maximizing tax advantages and flexibility. Whether you’re a seasoned philanthropist or new to charitable giving, understanding how DAFs work and their benefits can significantly enhance your ability to […]

The Benefits of Investing With Intention

ESTATE & GIVING Align your values with specialized investment and philanthropic vehicles. $111 million and counting. That’s how much tennis superstar Serena Williams’ venture capital fund raised to invest specifically in founders with diverse points of view. Serena Ventures actively invests in a growing portfolio of more than 60 companies that align with the angel […]

Who Should You Choose To Execute Your Estate?

When selecting a personal representative to carry out the terms of your will, consider the role’s many responsibilities. Selecting a personal representative for your estate, also known as an executor, is no easy task. While it’s an honor to be chosen as an executor, it’s also a demanding commitment consisting of more than two dozen […]

Let’s talk about Estate Planning!

Wisdom with Women – Let’s talk about Estate Planning! If you missed our most recent Wisdom with Women on May 18th, featuring Brianne Kampbell, discussing what estate planning is, common misconceptions and how to set yourself up for success, you can watch the recording below!     email: hello@kampbell-law.com call: 253.564.2088 Come visit: 2501 North […]