Wednesday, March 25, 2009

It's Write a Will Month!

...at least it is in Tucson, Arizona, according to this article from the Arizona Daily Star. I'd argue that any month is a good month to write a will if you don't have one.

The article reiterates much of what I say to my prospective clients: "This is the biggest kindness you can do for anyone.... Even if you think you have nothing to designate to anyone, put something in writing. Give them a hand. Let them know what you would want."

My own mantra is this: You may not be 100% certain about how and what you want to leave to your friends and family. As an estate planning attorney, it is my job to help you make these decisions. I believe that, in the end, these decisions are less important than leaving to your loved ones the gift of clarity.

Wednesday, March 18, 2009

Charitable Giving on a Grand (and Not-So-Grand) Scale

Okay, I wanted to let all of my clients know about a great real estate opportunity in the south of England. If any of you are in the market for an English village, I'm happy to represent you in the transaction. :)

Actually, the history of this parcel of land is very interesting, and for those that don't know, much of our property law here in the states has its origin in the English feudal system. It is fascinating stuff for property geeks like me, anyway.

And, of course, I was compelled to write about the sale of this estate as it is currently owned by a charitable trust created, presumably by a will, when English cricketer Herbert Blagrave died with no heirs. While most of us don't have an estate valued at tens of millions of dollars, it is another example of how you can leave a legacy, no matter how small.

We draft all varieties of charitable trusts here at Spencer Anderson & Buhr. But even if your estate doesn't warrant the creation of its own trust, we are always happy to help you get creative when it comes to charitable planning. In fact, it is one of my favorite things to do with my clients, and I believe one of the most satisfying things you will do in your life, even if the charity or charities won't see the benefit until your legacy is realized.