Industry News and Helpful Hint eNewsletter

"Industry News, Helpful Hint, & Upcoming Events" eNewsletter

August 1, 2023

Trust & Estate News

This week's feature article is:

"Aretha Franklin’s Estate: Why Copyrights Require Estate Planning"

(Excerpt from actual article):

The news of the recent resolution of the Aretha Franklin estate is a high profile, and expensive, lesson in how not to manage copyrights in an estate.

You can read the article by clicking

HERE.

Last week's feature article was:

"Be Prepared” Should Be Your Estate Planning Motto: A Real Story"

You can read last week's eNewsletter by clicking HERE.

Helpful Hint

This week's topic is:

"Pricing Money Market Funds"

A client recently asked why we were unable to price a Fidelity Money Market Mutual Fund. The answer was money market funds have no public trading value. They are priced dollar for dollar. We suggested to the client that they value it manually and provided instructions how to do it.

If you are not already a client, webappraisenj.com and our outsourcing service, are quick and easy ways to get started with us. We also have software and software as a service options.

If you want more information, either call us at 201-784-8500 x103 or

EMAIL us.

Last week's topic was:

"Broker statements and broker generated valuations are not always correct."

You can read last week's eNewsletter by clicking HERE.

Financial Market News

This week's topic is:

"Another Unanimous Fed Vote, But At What Cost?"

Excerpt (from actual article):

The Federal Reserve’s decision to lift rates by 25 basis points this week was delivered via another unanimous vote, despite some vocal disagreements among Fed speakers in the weeks heading into the meeting. That’s led to some raised eyebrows.

You can read the article by clicking HERE.

Upcoming Events

Fri, Aug 4: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.

Fri, Aug 11: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.

Fri, Aug 18: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.

Maybe there is a better way!

Why don't you ask us about your stock and bond valuations for trusts & estates?

Maybe there is a better way than how you are doing them now!

Keep reading for a list of valuations we provide and how you can get them.

If you want more information, either call us at 201-784-8500 x103 or

EMAIL us.

There is no risk in asking, only possibilities.

These are the valuations we provide and how you can get them.

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

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(201) 784 8500

appraisenj.com