Three Steps To Estate Planning Without The Family Friction

July 13, 2020 "Time Saver & Helpful Hint" eNewsletter

Weekly News Update

Synopsis : One problem that frequently stems from the inheritance process is fractured relationships between siblings. Unfortunately, the common denominator in many of these situations is the parents' estate plan.

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Time Saver & Helpful Hint

This week's topic is:

"Can you prepare GRAT valuations using Appraise.Cloud?"

Not only can you prepare GRAT valuations using Appraise.Cloud , our website for securities valuations, you can also do:

IRS Form 706 Estate Tax
IRS Form 709 Gift Tax
Charitable Remainder Unitrust
Domestic & Global Historical Pricing

Last week's topic was:

" Security Description After Name Change "

You can access the eNewsletter by clicking HERE .

Webinar of the Month

Our July 2020 Webinar of the Month is..."Email / Fax Outsourcing Services"

Print out our order form , fax it or email it, and let our dedicated professionals process it promptly. W e have the expertise, do the work, and save you time.

Our complimentary webinar is scheduled for Thursday, July 30, from 11:30a to 12:00p EDT.

You can REGISTER for the webinar by clicking HERE .

Which valuations can I get from ESI-APPRAISE?

We give you access to all the tools, information, and professional support you need to increase your profits and serve your customers better.

IRS Form 706 Estate Tax
IRS Form 709 Gift Tax
Charitable Remainder Unitrust
Grantor Retained Annuity Trust
Domestic & Global Historical Pricing
Capital Changes
Cost Basis for Dividend Reinvestment Plans & Equities
1040 / 1041 Income Allocation to Calendar or Fiscal Year based on date of death

How can I get a valuation from ESI-APPRAISE?

1. Secure online solutions (You do the work, using our tools, and save money)

· APPRAISE Windows: Software on your computer; internet connection to access the data

· APPRAISE ASP, our software as a service (SaaS) solution:

Software on our computer, data on your computer for security and peace of mind
Always running the current version eliminating the need to install updates
Easy to add and remove users
More reports and features than traditional, desktop installed, software

· APPRAISE Web: Internet using credit card; can be run from anywhere/any platform

· ESI-Direct: No software; value your ONESOURCE securities using the internet from FPS

2. Outsourcing solution (We have the expertise, do the work, and save you time):

Valuations can be submitted/delivered via email, fax, overnight courier, or mail

Upcoming ESI-APPRAISE Events

Jul 23: System maintenance (8:30a ET)
Jul 30: Monthly webinar (11:30a ET)
Jul 30: System Maintenance (5:00p ET)

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