May 14, 2019 Time Saver & Helpful Hint eNewsletter

May 14, 2019 "Time Saver & Helpful Hint" weekly eNewsletter

Weekly News Update

Trusts & Estates related article:

Four Estate Planning Myths That Refuse To Die

Excerpt: "Estate planning remains one of the most misunderstood areas of planning. Over the years, I've met with people who "only needed a financial plan, not an estate plan" or "didn't need a financial plan, just some help with estate planning." I've also met with people who labeled themselves too young (or too old) to engage in estate planning. What they were all missing is that estate planning is an integral part of a comprehensive financial plan,

not something that sits outside of it."

You can access the complete article by clicking HERE.

Interested in what the financial markets are doing?

You can access data by clicking HERE.

Who is ESI-APPRAISE & how can we help you?

Click HERE to find out.

Time Saver & Helpful Hint

This week's Time Saver / Helpful Hint is:

"How many APPRAISE software accounts do I need? "

We were recently asked by an APPRAISE.Windows subscriber, "how many accounts do we need?"

Here's our reply:

"There is no simple answer and it depends on a number of factors such as: how many offices, how many users, and how many workstations? We'd be happy to consult with you to determine the best solution for you."

Last week's Time Saver / Helpful Hint topic was:

"Technology in the Estate Planning Field: Pluses and Pitfalls. "

You can access the eNewsletter by clicking HERE.

Solution Of The Month

"1040-1041 Income Allocator "

The ESI-APPRAISE 1040-1041 Income Allocator is a powerful tool for the preparation of IRS Form 1040-1041 tax returns when there is a date of death involved. The Allocator calculates and then allocates income, month by month, by CALENDAR or FISCAL year.

We received this email from a recent user.

"You don't know how much time I have put into trying to allocate the interest and dividends between the individual and the estate. This is very helpful!"

To learn more, click on the icon below.

1040/1041 Income Allocator

If you need immediate stock and bond valuations for trusts and estates, or historical portfolio pricing, try appraise.web.

If you're looking to outsource your valuations, or to replace legacy estate valuation software with a state of the art " software as a service" solution, please EMAIL us.

Complimentary Webinar

We instituted a complimentary webinar series to enable our subscribers to receive concise and timely instruction on issues and ideas affecting our industry without having to leave the office.

Next webinar:

"Building Your Estate Planning Practice:

Marketing Services to Clients Not Paying Estate Tax"

is scheduled for Thursday May 23, 2019 5pm EST.

(This webinar is not being presented by ESI-APPRAISE)

Synopsis: This program is designed for practitioners (estate planners, attorneys, wealth advisers, insurance consultants, etc.) and will address how professional advisers can educate current and prospective clients on the importance of estate, financial, and related planning. The objective of the program will be to guide practitioners on how to market their services, especially at a time when many consumers mistakenly believe that estate planning is not relevant or not important because of the high estate tax exemptions.

Speakers : Martin Shenkman, Esq. and Valentino Sabuco, Executive Director for The Financial Awareness Foundation.

Register: Click HERE to REGISTER for this interesting and enlightening presentation.

Prior Webinars: You can access recordings of our prior webinars by going to our YouTube channel ESI-APPRAISE. These 20-30 minute webinars include industry related topics and APPRAISE how to videos.

Upcoming Events

Events we are coordinating:

- May 17: System maintenance beginning at 5:00p ET

(All online services will be unavailable for a few hours)

- May 27: Memorial Day Holiday

Events we are attending:

- May 23: Complimentary Webinar (see WEBINAR section)

Subscriber Feedback

We want to make it easy for our subscribers to give us feedback. Please click here if you want to contact us.

Here is a recent testimonial from a client.

"Thanks so much. This helps in case the attorney ever comes back with questions; I can refer to your notes, very helpful."

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