Industry News, Helpful Hint, & Upcoming Events eNewsletter

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

March 5, 2024

Industry News

This week's Trust and Estate article is: "Estate Planning For Singles"

(Excerpt from actual article):

"Estate planning for singles: make a will, draft a durable power-of-attorney, name an attorney-in-fact, and a health care proxy. Here's how."

You can read the article by clicking

HERE.

Last week's Trust & Estate article was: "IRS audits? Back taxes? Don’t freak out if you get this letter in your mailbox."

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.

Helpful Hint

This week's Helpful Hint is:

"Why people have been inquiring about APPRAISE Software as a Service for valuations"

Over the past few weeks, we have received a significant number of inquiries about our "Software as a Service" platform for valuations.

Software as a Service (SaaS) is growing in popularity because it combines the best of software and web in one solution. APPRAISE SaaS clients access the application via a web browser (advantages of web) and the client data is stored locally and not in the cloud (advantages of software).

Last week's Helpful Hint was:

"2024-Q1 Poll Results"

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

If you want to speak with us, please:

call: 201-784-8500 x107

email: techsupport@appraisenj.net

Upcoming Events

(Subject to change - please monitor regularly)

Thu, Mar 14: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.
Fri, Mar 29: The NASDAQ & NYSE will be closed for the Good Friday holiday. We will be closed as well.

Maybe there is a better way?

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. We can speak with you to potentially identify ways to improve performance and accuracy without hiring additional people.

If you want to speak with us, please:

call: 201-784-8500 x107

email: techsupport@appraisenj.net

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com