Industry News and Helpful Hint eNewsletter

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

January 10, 2023

Trust & Estate Industry News

This week's feature article is:

"Smarter Ways To Make Estate Planning Gifts"

Excerpt (from actual article):

"Last year I reviewed the three best ways to maximize tax-free gifts, an article that continues to draw a lot of online views. In this post I discuss how to decide which assets to give loved ones to minimize not only estate and gift taxes but also income and capital gains taxes."

You can read the article by clicking

HERE.

Last week's feature article was:

"Estate Planning Techniques in a High-Interest-Rate Environment"

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

ESI-Appraise Helpful Hint

This week's topic is:

"Reducing the time required to process valuations "

Some of our customers who prepare the valuations themselves, using one of our online solutions, ask for ways to reduce the processing time. Here are two tips:

In lieu of manually entering the assets, the holdings can be imported from a file. There can be multiple, each with its own valuation date, in each import file.
Multiple portfolios can be sent for pricing and printed at the same time.

If you want more information regarding either of these time saving ideas, please call us at 201-784-8500 x107 or email us at techsupport@appraisenj.net

Last week's topic was:

"57th Annual Heckerling Institute on Estate Planning"

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

ESI-APPRAISE Upcoming Events

Mon, Jan 9 - Fri, Jan 13 we will be exhibiting at the Heckerling Institute on Estate Planning. Come by and visit us.
Mon, Jan 16: NASDAQ & NYSE closed for Martin Luther King holiday. We are closed as well.

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

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