Industry News and Helpful Hint eNewsletter

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

February 21, 2023

Industry News

This week's feature article is:

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

Excerpt (from actual article):

"No family is exactly like another, so here are some considerations to help you decide which distribution strategy best suits your situation, values and goals."

You can read the article by clicking

HERE.

Last week's feature article was:

"How to Help Middle-Rich Clients"

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

Helpful Hint

This week's topic is:

"Investing in our client's experience"

This past three day weekend we completed a significant technology upgrade to our data centers. We upgraded the speed of our digital storage, switches, and internet connections. This is part of our commitment to consistently improve our client's experience with us.

Last week's topic was:

"Setting up a webappraise account"

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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