Personal wealth isn’t the only purpose of hard work and investment; it’s also important to be able to pass wealth on to one’s children and grandchildren. Wealth transfer and distribution is a game, and if played poorly―or if it is not realized a game is being played―one’s fortune can be eaten away by a combination of poor investments and unfair taxation.
Written by a financial advisor with decades of experience, Playing the Game prepares people for the game of Wealth Transfer and Distribution, enabling them to pass on their fortune intact so that future generations may enjoy it.
Now in Kindle and Paperback editions!
Paul T. Remack has spent the last 35 years as a financial planner, founding two companies and helping more than 200 affluent families, many over multiple generations, navigate the challenges of ever-changing and dynamic economic environments. He is a Certified Financial Planner, a Certified Professional Fiduciary and was awarded a Master’s degree in Taxation. Paul also pursued a Ph. D. in Renaissance History. He lives in California with his wife, Linda, and their cat, Gracie.
Remack Associates, Inc.
2014 to present
Summit Wealth & Retirement Partners, Inc.
1984 to 2015
Golden Gate University
Class of 1992
Class of 1971
M.A. Renaissance History
University of Southern California
Class of 1977
What they're saying
25 Amazon reviews, 5.0 out of 5 stars
Clear and approachable
By Amazon Customer on June 1, 2018
For those of us who are "financial procrastinators" this was a very educational and thoughtful book on a subject that can be both confusing and overwhelming. Whether you are a high net worth individual/family or just someone who wants to insure your assets are distributed as you wish, this is a "must read." The writing is concise and highly readable, packed with practical information --- with real life examples that many of us can relate to.
In The Press
Most Recent Media Reviews
Seattle Book Review
Playing the Game: Create Your Legacy and Preserve Your Estate for Future Generations, by Paul Remack
"Playing the Game: Create Your Legacy and Preserve Your Estate for Future Generations by Paul Remack is a quick and valuable read in which the author discusses the importance of utilizing the best strategies to effectively play the game of retaining and transferring your assets and wealth to your successors through the most tax-effective strategies. He uses a lot of sports analogies to help you understand the concept better. With the tax laws in constant flux, Remack shares some of his knowledge about the importance of proper wealth transfer and using the tax code to your advantage."
http://seattlebookreview.com - July 2018
Speaking Engagements & More!
Paul will be hosted by the professional networking group Network 680, at "Maria Maria" in Danville. Topic of the presentation will be the implications of the 2017 Tax Act.
Paul will be at Persian Club at Rossmoor to discuss Basics of Estate and Financial Planning. You’ll have the possibility of a follow-up meeting on Advanced Planning Strategies with Paul!
Paul will be participating in a panel on the role of professional fiduciaries in estate and financial planning, at the End of Life Concerns Club at Rossmoor.
Creekside Clubhouse, 101 Stanley Dollar Drive, Walnut Creek CA 94595
Note: Rossmoor is a gated, secure community and entry is limited to those who have their names at the security gate. Thus, access to this panel discussion is limited. Access to the event for non-Rossmoor residents can be secured by emailing Lynn Lively at firstname.lastname@example.org.
Join Paul and the Daughters of the American Revolution, to discuss the changing financial role of women in the United States.
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