August 20 "Industry News and Helpful Hint" eNewsletter

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

August 20, 2024

Trusts & Estates News

This week's Trust and Estate article is: "Succession: The Brewing Controversy Over The Murdoch Family Trust"

(Excerpt from actual article):

The Murdoch Family Trust, a key player in controlling Rupert Murdoch's vast media empire, (which includes Fox News, The Wall Street Journal, and the New York Post) is at the center of a significant controversy. This unfolding drama over its future has been reported by the New York Times. While the focus here is on family businesses, the principles discussed are equally applicable to artists, collectors, and anyone managing high emotional and financial value assets.

You can read the article by clicking

HERE.

Last week's Trust & Estate article was: "Back To School…Estate Planning? POAs For College Bound Kids"

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

Helpful Hint

This week's Helpful Hint is:

"Export to comma delimited & Excel"

We had quite a few queries about our export to Excel function. All of our estate, gift, and trust tax valuations are available in comma delimited and Excel format. This is a great option for clients who need to upload the values into a different application.

Please send us an EMAIL if you have questions.

Last week's Helpful Hint was:

"Gift Tax Regulations for Stocks & Bonds"

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

Weekly Financial Market Review

Our business resides at the intersection of trust & estate law as well as financial data reporting.

We make it easy for our clients to stay current on financial market news by making a weekly market recap available by clicking HERE.

Upcoming Events

(Subject to change - please monitor regularly)

Tue, Aug 20: (5:00p EDT) System Maintenance - all online services will be unavailable with service being restored within a few hours.
Fri, Aug 30: We will be closing at 2:00p ET for the Labor Day holiday weekend.
Mon, Sep 2: NASDAQ & NYSE markets closed for the Labor day holiday. We will be closed as well.

Is there a better way to prepare your valuations?

Why don't you consider us for your stock and bond valuations for trusts & estates? Maybe there is a better way than how you are doing them now?

We've been providing these valuations since 1985 and have experience and insight. Our pricing universe contains millions of US and foreign securities with corresponding decades of history. We can speak with you to potentially identify ways to improve accuracy, productivity, and output.

Click HERE for a list of valuations we provide and how you can get them.

If you want to speak with us, please:

call: 201-784-8500 x111

email: customerservice@appraisenj.net

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com