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REMEMBER, IF YOU DON'T HAVE A PLAN FOR YOUR ESTATE, THE STATE DOES
Welcome to my Web Site. My name is Arthur J. Pauly, Jr. I limit my practice to CLIENT BASED estate and Asset Preservation Planning including creating and administering charitable giving plans
Our law office is a member of the WealthCounsel, LLC, (www.wealthcounsel.com). The WealthCounsel, LLC, is a cooperative alliance of nationally recognized estate planning attorney members from across the country.
CLIENT BASED estate planning involves not just creating documents but helping the client understand estate planning. I've been told many times by my clients that now they finally understand how estate planning works. I'm saddened when a client tells me that they went to an Attorney and would never go back because they did not understand what the Attorney told them. CLIENT BASED also means you deal with Me, not 1/2 hour with me and then five assistants. As a sole practitioner I believe in personal service for my clients. I've been doing CLIENT BASED estate planning for 20 years.I offer you my K.E.R.P. My Knowledge, Experience, Resources and Philosophy to do your estate planning right the first time.
A recent US News and World Report blog succinctly states What you Need to Know About Estate Planning (online at) , http://www.usnews.com/mobile/blogs/alpha-consumer/2011/9/26/what-you-need-to-know-about-estate-planning.html. Taking excerpts from The Wall Street Journal Complete Estate Planning Guidebook, the author states: • “Everybody needs to think about estate planning”; • “The number one [estate planning] mistake is not doing anything at all”; • “[T]he safest thing to do” is to see an estate planning lawyer rather than attempt do-it-yourself planning; • People should review their estate plans “often – once a year is best but at least every three years.”
BY THE WAY, WE CAN FIX YOUR "ONE SIZE FITS ALL" TRUST OR THE ONE YOU DID ON LINE WITH AN ON LINE PROGRAM.
CAUTION times are changing, Banks and financial institutions are getting more demanding that documents be correct. The Counties are watching all transfers for possible ways to increase property taxes. Some other things of interest,
The "DOWNLOADS AND RESOURCES" page has several articles I have written along with some great slide presentations on estate planning and other issues that will interest you.
FOR THE PROFESSIONAL ADVISOR, The "Advisors Corner" page is for you. There are articles and presentations that you will find interesting.
