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 Estate and Wealth Transfer Planning including protecting assets and creating and administering charitable giving plans . You are here because you care about your family and their well-being should you no longer be around to care for them. You have worked hard to create your estate and you deserve the best estate planning available. It is our goal to plan your estate to reflect your wants, wishes and aspirations. Anything less is, well, less than you deserve. Estate planning is as important as planning for your retirement. I hope you go from this site informed and ready to move on your own estate plan.
The"FILES" page has several articles I have written along with some great slide presentations on estate planning and a form that describes the planning process and Estate Planning Worksheets to give you a head start on the process.
Are you a Business Owner? You will want to look at the "WINNERS CIRCLE" information in the "FILES" page. This series of workshops is a must for anyone who is serious about their business. Ask me how you can qualify to attend.
To my VALUED PROFESSIONAL ADVISORS, The "files" page has a section just for you. I put in here some articles and presentations that you will find interesting. The power point presentation on "Whats in it for me" is especially interesting and timely. Please feel free to down load anything you wish to keep.
Since this is a DYNAMIC WEB SITE, The information will change often. So, I invite you back. It is our hope that you will use this site as a reference site and will pass it on to others you know who also need this information.
***WE HAVE THE ABILITY TO DO THE FACT FINDING ON THE WEB TO SAVE TIME AND MONEY. FIRST, Click on the"Files" page and scroll down to "Basic Estate Planning". Watch the presentation and read the "Will Vs.Trust" article. THEN, still on the Files Page, scroll down to "New Client Package". Print out the questionaire and other documents, fill out the questionaire as best as you can, or call me at 1-800-655-3113 or e-mail me at artpauly@paulylaw.com .
