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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 Estate and Asset Preservation Planning including creating and administering charitable giving plans . You are here because you care about your family. 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.
The good news is, you probably won’t get hit by a bus tomorrow. In fact, the odds are quite low. The bad news is that you could get hit by a bus tomorrow. What’s more, actuarial tables don’t lie: Someday, your proverbial bus will come. So from an estate planning standpoint, you have only two options. You can leave a tangled mess for your loved ones to sort through, or you can take a few simple steps that will make a difficult time easier. You can set up your finances so your wealth goes to your spouse and children, or you can procrastinate, increasing the risk that your cash ends up in the hands of the taxman, the lawyers or the evil husband of your ex-wife.
I hope you go from this site informed and ready to move on your own estate plan.
# FLASH #, Traditional A-B trust planning may not be the best for your family. 2010 brought some serious changes in the estate planning laws. Please read my Letter to Clients in the "URGENT NEWS" page. Every estate plan needs to be reviewed this year.
July 2010, I was appointed as an Allied Attorney with the Alliance Defense Fund. We Defend Our First Liberty. Religious Freedoms, Sanctity of Life and Family Values. click on "Interesting Links" for the link.
# NEW FEATURE # "THE TRUST TROUBLESHOOTER", My purpose here is not to come between you and your trusted advisors. This information could help you talk to your advisors about questions that may arise during this review. So often though, you have changed advisors, advisors have left the area or gone on to other businesses. You may not like whom ever set up your estate plan.
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.
Here is some information and checklists you can use to see if your estate planning is "all it could be or should be". If you are not absolutely sure, check it out.
BY THE WAY, WE CAN FIX YOUR "ONE SIZE FITS ALL" TRUST OR THE ONE YOU DID ON LINE WITH AN ON LINE PROGRAM. Remember, When it comes to your family's future, the best is not expensive, it's "Priceless".
# The "FILES" page has several articles I have written along with some great slide presentations on estate planning and other issues that will interest you.
CLICK ON THE PROBATE FEE CALCULATOR. This will show you the high cost to your Family if you do no planning.
# Have you done your BUSINESS PLANNING? Have you set-up your business properly? What will happen when you decide to leave your business? Check the "FILES" page for information.
# For the PROFESSIONAL ADVISOR, The "Advisors Corner" page is for you. There are 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.
# TO GET STARTED ON YOUR ESTATE PLANNING EITHER IN PERSON OR ON LINE? OPEN THE "CLIENT DATA SHEET" page.
* Remember, I offer you my K.E.R.P. My Knowledge, Experience, Resources and Philosophy to do your estate planning right the first time. <
Thank you for visiting my website. I hope that you found it helpful.
