Industry News and Helpful Hint eNewsletter

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

May 16, 2023

Trust & Estate News

This week's feature article is:

"Estate Planning Strategies For Gen Z Beneficiaries"

Excerpt (from actual article):

Estate plans are frequently designed to create a legacy that extends beyond a single generation. For this reason, if you are creating an estate plan, you may wish to consider the characteristics of the younger generations—particularly Gen Z—to ensure your estate planning goals are met.

You can read the article by clicking

HERE.

Last week's feature article was:

"IRS: Gifts to Irrevocable Grantor Trust Will Not Receive Basis Step-Up At Death"

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

Helpful Hint

This week's topic is:

"Embracing Gen-Z's Zealous Use of Technology"

One of the points of this week's feature Trust & Estate news article is that Gen-Z is zealous about their use of technology. We have found that this generation is embracing our webappraise platform because they can generate valuations from anywhere on any device.

Last week's topic was:

"Which dividends are included in date of death valuations?"

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

Financial Market News

This week's topic is:

"The Weekly Fix: Debt Ceiling Roulette Adds to Recession Angst"

Excerpt (from actual article):

As the US debt ceiling deadline gets closer and closer, signs of alarm are starting to spread across markets.

You can read the article by clicking

HERE.

Upcoming Events

Fri, May 19: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.
Fri, May 26: (2:30p ET) Support will be closing early for the Memorial Day Holiday.

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.

Either call us at 201-784-8500 x111 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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