Industry News and Helpful Hint eNewsletter

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

June 6, 2023

Trust & Estate News

This week's feature article is:

"Five Estate Planning Lessons We Can Learn From Elvis’ Mistakes"

Excerpt (from actual article):

Elvis’ estate planning failures certainly adversely affected the life of his daughter, Lisa Marie, and have carried over into issues with her estate.

You can read the article by clicking

HERE.

Last week's feature article was:

"How to Tackle Digital Estate Planning in Four Easy Steps"

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

Helpful Hint

This week's topic is:

"Our New IRS Form 8971 Product"

We introduced a new IRS Form 8971 reporting product for distribution to beneficiaries. If you would like to see an introduction video, please EMAIL us.

Last week's topic was:

"Digital Estate Valuations"

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

Financial Market News

This week's topic is:

"The Weekly Fix: The Fed Should Just Go Ahead and Hike in June"

Excerpt (from actual article):

With less than two weeks until the Federal Reserve's June rate decision, bond traders have almost completely bought into the â€œskipâ€ sequencing: swaps show that a pause is more likely than not in June, followed by a four-in-five chance that rates rise by July.

You can read the article by clicking HERE.

Upcoming Events

Fri, Jun 16: We will be closing at 3:00p ET for the Juneteenth holiday weekend.
Mon, Jun 19: NASDAQ & NYSE markets closed for Juneteenth Day holiday. We will be closed as well.
Fri, Jun 23: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.

Maybe there is a better way!

Why don't you ask us about your stock and bond valuations for trusts & estates?

Maybe there is a better way than how you are doing them now!

Keep reading for a list of valuations we provide and how you can get them.

If you want more information, either call us at 201-784-8500 x103 or

EMAIL us.

There is no risk in asking, only possibilities.

These are the valuations we provide and how you can get them.

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