Industry News and Helpful Hint eNewsletter

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

January 24, 2023

Trust & Estate Industry News

This week's feature article is:

"The State of the Estate Planning Practice"

Excerpt (from actual article):

"What issues and developments are attorneys encountering as we head into 2023?"

You can read the article by clicking

HERE.

Last week's feature article was:

"Inflation Reset Lets Wealthy Americans Give Heirs More Tax-Free"

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

ESI-Appraise Helpful Hint

This week's topic is:

"Helping our clients control their costs"

The final paragraph of this week's feature article includes a sentence which says, "Many firms have had to raise their rates due to inflation and other factors."

For 2023, knowing our clients are trying to control their costs in an inflationary environment, we only raised our prices 3%.

Last week's topic was:

"Fiduciary Accounting Valuations"

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

ESI-APPRAISE Upcoming Events

Feb 18-20: We are upgrading our digital storage over President's Day weekend and all online services will be unavailable.
Mon, Feb 20: NASDAQ & NYSE closed for the President's Day holiday. We are closed as well.

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