The correct way to plan your estate.

1. Maximum Wealth Control Strategies Arthur J. Pauly, Jr. Law Offices of Arthur J. Pauly, Jr. Roseville, CA 916-207-7526

3. MAXIMUM WEALTH CONTROL STRATEGIES

4. CREATIVE PLANNING Begins With . . .

5. CREATIVE THINKING And . . .

6. CREATIVE THINKING Begins With . . .

7. Thinking Beyond...

8. PROBLEM Connect ALL 9 Dots Use Only 4 CONTINUOUS Straight Lines

12. ?

18. I GIVE UP !

24. Creative Planning begins with THINKING BEYOND . . . THE BOX !

25. WHY IS THE APPROACH OF FAMILY WEALTH COUNSELING SO UNIQUE?

26. FAMILY WEALTH COUNSELING is much more than simply looking at a net worth statement, an estate tax table and running the numbers.

27. FAMILY WEALTH COUNSELING Explores the . . . Financial aspect of a family’s wealth. Most Shallow Most Impersonal Extremely Well Defined Easiest to Discuss Least Important

28. 90% of All Estate Planning Currently Being Done BEGINS and ENDS at This Financial Level!

29. Traditional estate planning is nothing more than a series of unpleasant business decisions that have to be made in order to MINIMIZE THE DAMAGE

30. FAMILY WEALTH COUNSELING Explores the . . . Social aspect of a family’s wealth. More Complex More Personal Not Well Defined More Difficult to Discuss Very Important

31. Traditional Planning IGNORING Social Aspect Family Wealth Counseling INCLUDING Social Aspect VS. Controls Distribution of Family Social Capital GOV’T FAMILY Efficient Use of Family Social Capital LOW HIGH Personal Fulfillment LOW HIGH Motivation to Implement Plan LOW HIGH

32. It’s the introduction of these Social variables into the traditional estate planning equation that produces such exciting new planning options!

33. “ INTEGRATING THE FINANCIAL AND NON-FINANCIAL ISSUES”

34. WHY IS THIS IMPORTANT ?

37. Traditional Estate Planning Does Not Achieve A Family’s Most Important Goals 80% Of The Time.

39. The Solution “ Begin The Process With The End In Mind’’

41. The Quest for Personal Significance

42. The Deep Nagging Question: Will My Descendants and the World Remember Me After I’m Gone?

43. For Most of Us... The Legacy we leave is measured by the Strength of our Family

44. Growing a Strong Family Tree

45. Primary Virtues ( Who You Are ) Core Values ( What’s Important to You )

46. Primary Virtues ( Who You Are ) Core Values ( What’s Important to You )

55. Generations from now parents want their family tree to look like this . . .

57. not like this . . .

59. Helping You Find Your Life-Purpose

60. The Traditional Approach to Finding Your Life-Purpose

61. Financial Life The Desire to Gain Independence

62. The Desire to Help Others Financial Life Social Life

63. The Desire to Feel Significant Financial Life Emotional Life Social Life

64. The Desire to Find Immortality Financial Life Emotional Life Spiritual Life Social Life

65. Faithfully Touching All the Bases Financial Life Emotional Life Spiritual Life Social Life

66. After years of following the traditional approach to finding Life's Purpose, a number of different imbalances often develop . . .

67. Year Ten Year Ten Emotional Life Emotional Life Financial Life Spiritual Life Social Life

68. Financial Life Emotional Life Social Life Spiritual Life

69. Financial Life Emotional Life Spiritual Life Social Life

70. Social Life Financial Life Emotional Life Spiritual Life

71. The Synergistic Approach to Finding Your Life-Purpose

72. Financial Life Financial Life Social Life Social Life Spiritual Life Spiritual Life Emotional Life Emotional Life

73. It is the skillful blending of these FOUR DISTINCT ASPECTS in the FAMILY WEALTH COUNSELING process that produces such unique and powerful solutions.

75. MY WEALTH

76. SOCIAL CAPITAL PERSONAL CAPITAL

77. WHAT YOU CAN’T KEEP WHAT YOU CAN KEEP

78. MY WEALTH

79. CHARITY SOCIAL CAPITAL PERSONAL CAPITAL IRS $ IRS HEIRS Charity Charity $ $ $

80. MY WEALTH All Under the Control of Your Family SOCIAL CAPITAL PERSONAL CAPITAL Integrated Wealth Transfer Process

81. Now you can maintain MAXIMUM CONTROL over both your SOCIAL CAPITAL as well as your PERSONAL CAPITAL

82. DO YOU MEAN TO TELL ME, IT’S POSSIBLE . . . … to pass the entire value of my estate on to my children without paying any estate taxes? Is that really possible?

83. DO YOU MEAN TO TELL ME, IT’S POSSIBLE . . . … to sell my appreciated assets and not pay a dime in capital gains taxes? Is that really possible?

84. … that, after avoiding all these estate and capital gains taxes, the IRS is going to give me an additional current income tax deduction for opting out of paying these taxes? Is that really possible? DO YOU MEAN TO TELL ME, IT’S POSSIBLE . . .

85. … to become a true philanthropist, supporting numerous charitable and social activities, and actually end up wealthier in the process? Is that really possible? DO YOU MEAN TO TELL ME, IT’S POSSIBLE . . .

86. … to include some children in the family business, exclude some, yet have them all agree that the family wealth plan is fair? Is that really possible? DO YOU MEAN TO TELL ME, IT’S POSSIBLE . . .

87. DO YOU MEAN TO TELL ME, IT’S POSSIBLE . . . … to develop a wealth transfer plan that will enable me to maximize my family’s time, talents, and resources? Is that really possible?

88. THE ANSWER TO ALL THESE QUESTIONS IS AN EMPHATIC. . . DO YOU MEAN TO TELL ME, IT’S POSSIBLE . . . YES !