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Still reeling about Haiti

He who loses wealth loses much; he who loses a friend loses more; but he that loses his courage loses all. 
- Miguel De Cervantes

I’ve been deeply affected by what happened in Haiti last week. It’s shocking, painful and the worst part of it all is how uncertain that nation’s future will remain to be for some time.

How have you been processing that event? Part of what often makes us all numb to these disasters is that “daily life” must go on. So there’s a natural disconnect. Here I am watching images of severe devastation–there I am grabbing a caramel latte with a double shot of espresso.

(As an aside, I’d be interested to find out if you have located an effective place to send donations–the big organizations spend so much money on “overhead”, that I find it difficult to believe I’d get the most “bang for my buck”. Any thoughts?)

And, while the scope of the tragedy is very different, “mopping up” after a family tragedy can be just as devastating.

Which is why, simply put, it pays to be prepared.

Yes, there have been significant estate tax changes this year–but did you know that estate planning is *much* more than just avoiding the “estate tax”? 

In fact, the great majority of our clients aren’t in the wealth category affected by the estate tax legislation (which I’ll address next week). They’re with us to avoid all of the pain and inconvenience of going through the probate process, as well as ensuring that *every* aspect of their wishes are handled properly.

So, this week only, I am making a special offer to my email contacts:

Set an appointment for us to review (or set-up) your estate plan, and you will receive a $100 gift certificate to the restaurant of your choice OR we will make a $100 donation in your name to a reliable charity serving the victims of the Haiti earthquake.

Yes, all you need to do is make the appointment, and we’ll hand you your certificate or cut the check when you finish your appointment. No strings.

But you must contact us this week in order to take advantage of this special opportunity.

Call us or send an email back to us, and we’ll take care of your planning needs.