Industry News and Helpful Hint eNewsletter

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

March 7, 2023

Industry News

This week's feature article is:

"Estate Planning for Memorabilia Collectors: Don’t Leave Your Family in the Lurch"

Excerpt (from actual article):

"No one else in this financial planner’s family has any interest in the sports memorabilia he’s accumulated. But he’s made a plan and has some advice for people like him."

You can read the article by clicking

HERE.

Last week's feature article was:

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

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

Helpful Hint

This week's topic is:

"Stock Splits"

We receive many questions about the terms of stock splits and their impact on particular date of death and alternate date valuations. For example, a client had a husband and wife who owned shares of Amazon. The wife passed on Feb 6, 2022 and the husband soon followed on June 19, 2022. The client needed to know the terms of the 2022 Amazon stock split so they could calculate the numbers of shares held on the date of death. Here is the information we provided which allowed for accurate valuations to be prepared.

Last week's topic was:

"System Maintenance on Weekends"

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.

Are you the correct recipient of this eNewsletter?

Perhaps your coworker or colleague would benefit from the information contained in this eNewsletter. Please feel free to share it with them. They can then sign up for their own subscription by clicking on the link below.

You can 'Safely Unsubscribe' by clicking on the link at the bottom of this eNewsletter.

Thank you for subscribing and allowing us to serve you.

Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com