Title: Passing the Bucks: Protecting Your Wealth From One Generation To The Next
Publisher: Enterprise Group
Publication Date: 1999
Language: English
ISBN 10: 0967451809
ISBN 13: 9780967451800
Binding: Hardcover
Condition: New
Weight: 29 ounces

About this title

Synopsis

Passing the Bucks reveals the secrets of effective business succession and estate planning that can help reduce or even eliminate the risk of losing most of the assets you've worked so hard to accumulate. This book presents many effective strategies for preserving your business for future generations, reducing estate taxes, and leveraging your wealth for more noble pursuits in an easy-to-understand, question-and-answer format. You'll find out how such strategies can increase your family's security, and at the same time enhance the legacy of your own life. The result: you become a better businessperson, a more valued member of your community, and a more effective provider for your family, now and for many years to come.

About the Author

Mr. Pappas, founder and president of The Enterprise Group, has extensive experience in solving the specialized problems faced by successful, high net worth individuals, business owners, and corporations. His strategic focus is on wealth transfer, business succession, and employee executive benefits, and retirement and investment strategies.

Mr. Pappas received his undergraduate degree from the University of Michigan and his MBA from Michigan State University. He is a registered broker / dealer licensed with the National Association of Securities Dealers, as well as a Charter Financial Consultant (CHFC), Charter Life Underwriter (CLU), and Registered Investment Advisor (RIA).

Mr. Pappas is past president of the International Forum and serves on the boards of several community and charitable organizations. Listed in Who's Who, Mr. Pappas is a frequent guest speaker and lecturer and is the author of several articles on business and estate planning topics. He is also an avid tennis player with a USTA ranking.

Mr. Pappas resides in the southeastern Michigan area with his wife and three children.

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