Newsletter - December 2022 - Succession Advisors

Podcast: Ensuring Preservation of Wealth and Health

The healthcare system is complicated, but there are ways to make it easier. Collaborating with a team of experts who represent you and your family by providing personal support, outlining treatment options, finding top doctors, arranging for second opinions, evaluating health insurance plans, and offering guidance during challenging healthcare decisions can make all the difference. Join our discussion with John Samuels, CEO of Better Health Advisors to learn how he and his team help individuals, families, companies, and other groups navigate the healthcare system.

Investment Portfolio Review Checklist

Year end is the perfect time to review your investment portfolio and ensure that it is aligned with your strategies, goals and ultimate success. We have created a checklist to guide you in your review and assist in identifying key factors for considerations.

Event Pitfalls To Avoid

With the end of year holidays upon us it’s time to celebrate and attending – or planning – the perfect event is surely on everyone's radar! Guest contributor, Whitney Tran, Principal of WEVENT LLC, gives our members smart practical tips for avoiding pitfalls that can hinder you when planning your special event.

How Can I Use Loans To Save Transfer Taxes?

End of year estate tax planning always feels like a rush to make gift transfers but when the market’s down, making large gifts even to family members can be a tough pill to swallow. Did you know you can still have flexibility for estate tax planning by not gifting anything?