March is an important month in my life. I was born on March 19th, and as my birthday approaches, my desire to make good on the New Years promises I made to myself is renewed. One of those beginning of the year promises involved spending more time in service to others, outside of my professional obligations. Recently, I took a step toward fulfilling that goal by meeting with Mike Jansen and Dayton Gilbert of the American Heart Association. I had questions about the organization, and they were very generous with their time and insights over coffee.
One of the challenges that my clients and I face is how to balance the demands of daily life with the need to give back to the community. Many of my estate planning clients are Baby Boomers, thinking about how to equitably divide their assets. Those of this generation who are religious routinely leave bequests in their wills to their local church, synagogue or mosque. The other segment of my estate planning practice are newlyweds and young parents. They want what’s best for their families in order to secure their future. Each of these types of clients asks for advice, recommendations, and warnings about how to arrange their affairs in the face of the unknown. I advise each of these groups to consider making a testamentary bequest to a reputable charitable organization.
Heart disease is the leading cause of death among American men and women. The American Heart Association funds heart research, hosts scientific sessions for continued advancement of the medical community, and educates the public about lifestyle, diet, and stress management. Its primary goal is to connect the best medical research to the doctors who need it most so that they can save lives by decreasing risks in current procedures. Due to the AHA’s efforts, scientists have learned how to slow down heart attacks and make stints safer and more effective for the people who need them to keep their arteries free from blockages that cause heart attacks.
My first professional experience with the American Heart Association happened in 2014 when I participated in a marketing campaign known as Free Wills Month. The AHA was one of the featured organizations, and it sent several informational booklets and newsletters detailing its mission. I felt comfortable recommending it to clients considering a charitable bequest in 2014, and I have continued confidence in that recommendation. The impulse to serve others is a noble one. If you have been fortunate enough to leave assets to your spouse, children, friends, family or faith tradition, why not support a good cause? I encourage you to think seriously about donating your time, influence, and money to a cause you believe in. Both of my parents have heart disease; the efforts of the American Heart Association have tangibly benefited my family, and if you look deep enough, you’ll probably find they have helped yours too.
For more information about this wonderful organization from the Sugar Land attorney who cares, give me a call at (713) 574-8626. Also pay a visit to the American Heart Association website here.