Passing The Bucks

  • Over 70% of all businesses fail to survive to the second generation, and that over 85% fail before the third generation?
  • That many business owners spend their entire working lives - 30, 40, or even 50 years - building their companies and accumulating wealth for their families, only to end up losing 55% of it to estate taxes?

Sounds alarming, doesn’t it? But don't despair: the truth is, by taking advantage of the many effective - and legal - strategies that are available for protecting and preserving your assets, you don't have to lose your business or pay estate taxes!

Mr. Pappas’ book, 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. The 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.

Norman A. Pappas is founder and president of Pappas Financial, a financial services company that uncomplicates people’s lives. Operating on a “serve first” philosophy, the firm utilizes proven strategies to help clients reach their goals, whether they're personal, business related, or a combination of both. Pappas Financial focuses on four main areas:

  • Business succession strategies;
  • Estate and wealth transfer strategies;
  • Employee and executive benefits strategies; and
  • Retirement and investment planning strategies.

To order your copy of Passing the Bucks, Protecting Your Wealth From One Generation to the Next, complete the form and MAIL it with your check or money order or call Pappas Financial at (248) 539-8282

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