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

January 31, 2023

Trust & Estate Industry News

This week's feature article is:

"Need an Estate Planning Checkup? Now Is the Perfect Time"


Excerpt (from actual article):

"An appointment with your estate planning attorney can address any holes that have developed and ensure everything is in place."


You can read the article by clicking

HERE.


Last week's feature article was:

"The State of the Estate Planning Practice"


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

ESI-Appraise Helpful Hint

This week's topic is:

"Phone call from retiring client"

We recently received a phone call from a client who retired and touched us with her kind words. This is what she said:

"I have been very pleased with your service, as you are very prompt and reliable. You are 'top notch', and my company will continue to give you business in the future."


We offered our best wishes for her retirement. Some of our clients have been with us decades, and maintaining those relationships is one of the most rewarding parts of our job.


Last week's topic was:

"Helping our clients control their costs"


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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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com

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