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Newsletter – February 2022

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Finances and Budgeting for Teenagers

Incorporating education around finance and budgeting into conversations with your teenager, will empower them to make more informed monetary decisions and develop financially responsible habits.
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Increase Your Family and Staff's Cybersecurity

Many are aware that cybersecurity is one of the top threats facing successful families and individuals but did you know that over 70% of high net worth individuals are more concerned with being hacked than they are about their investment portfolio performance? In this piece we outline simple steps that help to significantly reduce your risk of falling victim to cyber attacks.
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Team of doctors and nurses in hospital

Tips From Hospital Insiders: How to Get the Best Care During a Hospital Visit

Unfortunately, we have seen an increase in hospital visits and stays over the last couple of years but there are ways to ensure you or your loved ones receive the best care possible. Guest contributor, John Samuels of Better Health Advisors, educates Succession Advisors members on how to improve your hospital experience and care.
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Family eating together at the table

Make Conflict Great Again

For families with multi-generational wealth, there’s no escaping conflict and that’s okay. Learn how family members can reframe differences in opinions and develop the skills and tools necessary to resolve conflict in a healthy way while keeping family relationships intact.
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How Does Death Impact Income Tax Basis

In 2021 the estate planning world was rocked with all the buzz and potential legislation being drafted targeting several of the favorable wealth transfer tax laws available today, one in particular was eliminating the tax-free basis step up. Understand this significance by learning how death impacts income tax basis.
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