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

February 28, 2023

Industry News

This week's feature article is:

"Presley beneficiary battle sets example of poor estate planning practices"


Excerpt (from actual article):

"A badly in debt woman dies leaving the proceeds of substantial insurance policies to her children only to have her trust contested by relatives who claim an amendment naming the children as beneficiaries is invalid with no witnesses, misspelled names, suspicious signatures, and was never given to previous trustees for review as required by agreement. A long, expensive, and protracted legal battle likely is brewing."



You can read the article by clicking

HERE.


Last week's feature article was:

"Estate Planning? Four Strategies for Leaving Assets to Your Heirs"


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

Helpful Hint

This week's topic is:

"System Maintenance on Weekends"

As we mentioned in last week's eNewsletter (see below), we are consistently maintaining and upgrading our data centers to serve you better.

We schedule this work between 6:00p ET Friday and 6:00p ET on Sunday to minimize the impact on our clients. The system may be intermittently unavailable during that time.


Last week's topic was:

"Investing in our client's experience"



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

Upcoming Events

  • Fri, Mar 24: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.

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

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

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