Paul Remack - Playing the Game: Create Your Legacy and Preserve Your Estate for Future Generations

Paul Remack tackles the often emotional and complex issue of Wealth Transfer and Distribution by simplifying the process and easing the reader into taking action today. For people who have wanted to plan ahead but didnt know the necessary steps, here is a guide that shares the process in everyday English.

DAN CLEVELAND

Executive Director of Major & Planned Gifts

Paul has shared a wealth of knowledge based on decades of experience in a readable and entertaining book. Playing the Game is a must read for everyone who wants to provide for their family.

JOHN SCHULTZ, former CFO

Paul Remack has identified the core problem of successful business people. They are focused on their business. Hence, this book addresses the problem we all face. What happens next? Most of us have little interest in tax codes or what lawyers and accountant said, so we postpone these discussions because so many other issues seem more important or urgent. aul develops a roadmap for the disinterested, too busy-to-focus successful family who wants a plan but doesnt like planning.

BOB SKERKER, Business Owner/Philanthropist

Paul Remack writes with insight, experience, and great compassion for people whowithout his expert guidancecould easily make million-dollar mistakes. If you have assets of any significance, and if you have heirs or a favorite charity you want to pass them on to, then you owe it to yourself to read Playing the Game .

MICHAEL LEVIN, New York Times bestselling author

I read the book and I thought it was fantastic! I also appreciated the quality and usefulness of the notes section.

ALEX PAMPALONE, Senior Director of Development

You told us over and over that our cooperation was not the average but rather uncommon,and cooperation allows greater flexibility and increased benefit.

LANCE PORTER, business owner/multi-generational company

Great, really great.

JOHN CARVER, former Executive VP, Human Resources and Philanthropist

Thank you for sharing this text related to your and Phils relationship and mutual hard work. I think that it is very well-written.

KATHIE BUCHANAN, Venture Capitalist/Entrepreneur

Pauls book is very timely for those of us who have procrastinated when thinking about the distribution of our assets. Paul has made tremendous strides, on our behalf, by informing us through easy to understand examples. He goes further by providing links to more reading material just at the perfect moment when our brains tell us to do additional research on a topic or issue.

WALTER HARROWER, CFO and Public Accountant

What Remack has written is winning and valuable reading.

GREG CASTILLO, Entrepreneur/Caregiver

While the text provides straightforward, understandable discussion of the issues, the true benefit of the book may lie in the chapter end notes, clearly pointing the way to further information about specific topics.

ALAN DUDAS, Engineer

Remacks examples take womens concerns into consideration and speak clearly to everyday issues and problems affecting women. Anyone with an investment account, a retirement plan, or a house can benefit from Pauls thoughtful and caring writing. You dont need to be rich to get a lot from this book.

CHERYL DEWORKIN, business owner

I think its really cool that Paul Remack undertook this project and I think that it will be very helpful for readers. I reflected that Playing the Game seems to be the generous sharing of his expertise and experience gained over time, together with his usual candor.

TOM FAIR, real estate investor

Playing the Game

CREATE YOUR LEGACY AND
PRESERVE YOUR ESTATE FOR
FUTURE GENERATIONS

PAUL REMACK

NEW YORK

NASHVILLEMELBOURNEVANCOUVER

Playing the Game

Create Your Legacy and Preserve Your Estate for Future Generations

2018 Paul Remack

All rights reserved. No portion of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any meanselectronic, mechanical, photocopy, recording, scanning, or otherexcept for brief quotations in critical reviews or articles, without the prior written permission of the publisher.

Published in New York, New York, by Morgan James Publishing. Morgan James is a trademark of Morgan James, LLC. www.MorganJamesPublishing.com

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ISBN 9781683505655 paperback

ISBN 9781683505662 eBook

Library of Congress Control Number: 2017906777

Cover Design by:

Megan Whitney

Interior Design by:

Chris Treccani

www.3dogcreative.net

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I n the process of gathering my thoughts for this book, it became clear how much I owe to many people. In all honesty, I cant come close to acknowledging all those who deserve credit for the inspiration and motivation they contributed. Most of the help I received was positive; however , some of the greatest inspiration came from peopleespecially clientswho fought me over the need to play the game. Nothing sharpens my thoughts and inspires my efforts more than being told no. Rejection made me go back and work harder to make my propositions clearer and more concise. Thankfully, these people forced me to reconsider my thought process and to become better at everything I did. To all those naysayers who never became clients, and to those clients who initially took the position that my planning recommendations were unnecessary, unworkable, or a waste of time, I say, Thank you! Their insistence that the game didnt apply to them, or that they would deal with their issues later, forced me to become better at my profession. They motivated me to address issues differently and to work at making the game understandable.

While those who fought me provided critical perspective, the families who acknowledged and embraced the game were obviously more important. In working with them, I enjoyed the opportunity to apply my knowledge to real-life situations, which provided a different motivation: the motivation to learn how to do things the right way. Their experiences provided me with the basis for the insights Ive shared in this book. They moved me from conjecture to action, and it was the heat of their experience that delivered these time-tested results. It has been my pleasure to work with some of these client families for more than thirty years, and the length and depth of these relationships has enabled me to see how the game has changed during that time.

As important as the client families were, working with other professional advisors further helped me to refine my approach and delivery. While my clients provided the raw material, working with fellow professionals compelled me to see how others thought the game should be played. There were times when we had differences, although more often than not, we came to the same conclusions, even when we took different paths to get there. By examining differences in attitude and approach, I honed my skill at playing the game. While many of my fellow advisors made their mark on my approach to the game, I want to recognize a special few who contributed most to my thoughts: Linda Slider, Steve Anderson, Jeff Rollert, Lance Porter, Sam Cohen, Ed Hanley, Jane Allen-Morin, Ed Gardner, Hal Porter, Steve Shelton, Mike Fitzgerald, Bob Skerker, Jon Allen, Ruth Hurshman, Peter Siewert, Charles Bellig, and Bart Mowry. Each of these fellow professionals influenced me in ways that are difficult to describe but impossible to ignore. To each of them, a grateful tip of the hat!