How To Fix An Expensive Estate Planning Mistake

June 8, 2020 "Time Saver & Helpful Hint" eNewsletter

Weekly News Update

Synopsis: Because of the long term capital gains in these types of homes, we will show why putting a beneficiary on the deed of your family home isn’t an efficient estate planning strategy, and other proper techniques that can be used for an efficient primary home transfer.

Interested in what the financial markets are doing?

Click HERE for up to date information.

Time Saver & Helpful Hint

This week's topic is:

"Import / Export Shortcuts"

Each month, we do a complimentary 30 minute webinar. Last month's topic was Appraise import/export shortcuts. If you would like a link to a recording, please let us know.

Our June topic is 1040/1041 Income Allocation which you can learn more about in the webinar section of this eNewsletter.

Last week's topic was:

" Fortune Rebuild Program & Collecting Resumes "

You can access the eNewsletter by clicking HERE . A recording of the webinar was sent to all of the registrants.

Webinar of the Month

Our June 2020 Webinar of the Month is..."1040/1041 Income Allocator!"

Since the filing deadline for 1040/1041 Income Tax Returns is July 15, we thought this would be a good time to introduce our 1040/1041 Income Allocator.

Determining how much income to allocate to the 1040 and 1041, when a death is involved, entails going through 1099s and then approximating the allocation using a spreadsheet. It's even more complicated for bonds and when a fiscal year is elected. The ESI-APPRAISE 1040/1041 Income Allocator simplifies this tedious process for you.

Please click HERE for a CALENDAR year report.

Please click HERE for a FISCAL year report.

Our complimentary webinar is scheduled for Thursday, June 25, from 11:30a to 12:00p EDT.

You can REGISTER for the webinar by clicking HERE .

How do I generate an ESI-APPRAISE valuation?

Here's how you can generate a valuation with us (see below):

1. Secure online solutions (You produce the report 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 yours; no installation, upgrades, and data is secure

- Always running current version

- Easy to add and remove users

- More applications than software including cost basis for DRiPs.

· 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

- Jun 13: System maintenance (8:00a ET)

- Jun 19: System maintenance (5:00p ET)

- Jun 20: System maintenance (8:00a ET)

- Jun 25: Monthly webinar (11:30a ET)

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Evaluation Service Inc.

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