The Surprising But Essential Estate Planning Step For Social Security Benefits

April 27, 2020 "Time Saver & Helpful Hint" eNewsletter

Weekly News Update

Synopsis: " Social Security benefits are one of the items that fall through the cracks in many estate plans. A financial power of attorney (POA) is an essential element of an estate plan. " For more, please click on the article.

We are still operating within the context of our Business Continuity Plan. Though most of us are working remotely, we are fully operational. We hope that you, and those close to you, stay safe and healthy during this difficult time.

Interested in what the financial markets are doing?

Click HERE for up to date information.

Time Saver & Helpful Hint

This week's topic is:

"Alternate Valuation Date Webinar"

The topic of this month's complimentary webinar, which is scheduled for Thursday, April 30th from 11:30am to 12:00pm EDT, is Alternate Valuation Date.

You can register for the webinar in the section below.

If you would like more information, please

- email accountinfo@appraisenj.net

- call 201.784.8500 x104

Last week's topic was:

"Can I pay by credit card?"

You can access the eNewsletter by clicking HERE .

Solution Of The Month With Survey And Webinar

Our April 2020 Solution of the Month is "Alternate Valuation Date."

With all of the recent fluctuations in the financial markets, trust and estate professionals should consider preparing Alternate Valuation Date valuations. Your clients could save a money with the possibility of significantly lower valuations than on the date of death.

In recent years, few trust and estate professionals were filing alternate date of death valuations because the financial market indices were steadily going up. Now, the markets are much more volatile. In light of the current situation, do you anticipate filing more alternate valuations? Please TAKE OUR SURVEY and let us know.

While some alternate valuations are relatively straight forward, some others are very complicated with the inclusion of corporate actions and sales. If you have questions about preparing alternate valuations, please contact us.

With this in mind, we have scheduled a free webinar for Thursday, April 30, from 11:30a to 12;00p ET, to demonstrate how ESI-APPRAISE can help you prepare the very simple as well as very complicated alternate date valuations. Please REGISTER FOR OUR WEBINAR to learn more about preparing these valuations.

How do I generate an ESI-APPRAISE valuation?

Here's how you can generate a valuation with us (see below):

1. Secure online solutions (You produce the report and save money)

· APPRAISE Windows: Software on your computer; internet connection to access the data

· APPRAISE ASP, our software as a service (SaaS) solution:

- Software on our computer - data on yours; no installation, upgrades, and data is secure

- Always running current version

- Easy to add and remove users

- More applications than software including cost basis for DRiPs.

· APPRAISE Web: Internet using credit card; can be run from anywhere/any platform

· ESI-Direct: No software; value your ONESOURCE securities using the internet from FPS

2. Outsourcing solution (we have the expertise, do the work, and save you time):

· Valuations can be submitted/delivered via email, fax, overnight courier, or mail

Upcoming ESI-APPRAISE Events

- Apr 30: Free webinar on Alternate Valuation

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Evaluation Service Inc.

180 OLD TAPPAN ROAD,

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appraisenj.com