Welcome to a thought-provoking episode where we delve into the often-overlooked aspects of estate planning, community engagement, and legacy building. Join us as we explore how estate planning goes beyond financial wealth and extends into protecting your loved ones, preserving your values, and creating lasting impacts in your community.
Our guest today, Cecilia Amo, is a dedicated attorney who has made it her mission to enhance the lives of families today while securing their futures for tomorrow through her estate planning practice. With a deep passion for helping others, she is committed to providing her clients with the highest level of service.
Cecilia's career began in one of the world's most prestigious civil rights firms, where she fought tirelessly for families who had endured catastrophic injuries. Her advocacy ensured that insurance companies provided fair and just compensation for any wrongdoing. She has supported families who found themselves vulnerable and helpless in the face of sudden incapacitation or tragic accidents.
Recognizing that losses can occur at any time and not just due to the actions of others, Cecilia now focuses on protecting families from the stress of legal disputes and conflicts through personalized and comprehensive estate planning. Amo Law, her law firm, specializes in crafting estate plans beyond preserving and passing on material wealth. They relish the opportunity to understand each client's unique story, listen to their values, and create customized plans that keep loved ones out of court and away from conflicts.
In this episode, you will be able to:
- Discover the importance of initiating estate planning conversations within families.
- Learn about Cecilia's interactive guardian nomination workshops.
- Discover the hidden potential of average individuals with substantial assets and how legacy discussions can uncover their capacity for community impact.
- Explore the dynamic intersection of estate planning, child protection, and legacy education.
- Gain insights into how the above vital components can shape your family's future and contribute to your community's well-being.
Get all the resources from today’s episode here.
Many thanks to our sponsor, Overflow, for making this episode possible. This all-in-one platform features some of the lowest cash processing fees in the industry. Check out Overflow to help make your donations go further this holiday season. Learn more and get started at overflow.co/mallory
Connect with me: Instagram: https://www.instagram.com/whatthefundraising_
Facebook: https://www.facebook.com/whatthefundraising
YouTube: https://www.youtube.com/@malloryerickson7946
LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/
Website: malloryerickson.com/podcast
Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652
If you haven’t already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link.
If you’re looking to raise more from the right funders, then you’ll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point
