What The Wealthy Are Doing With Their Estate Planning During The Covid-19 Crisis

May 18, 2020 "Time Saver & Helpful Hint" eNewsletter

Weekly News Update

Synopsis: " While this may seem to be an odd time to focus on estate planning, when it comes to wealth transfer, timing is everything. That is why many wealthy individuals are considering the Grantor Retained Annuity Trust or a GRAT during the Covid-19 crisis. "

Interested in what the financial markets are doing?

Click HERE for up to date information.

Time Saver & Helpful Hint

This week's topics are:

"GRAT Valuation & Rebuild Program"

Both of our topics this week are directly related to the Coronavirus situation.

Our "Weekly News Update" section explores how GRATs are a great technique for passing appreciation to the next generation with little to no gift or estate tax consequences. If you were not already aware of this, ESI-APPRAISE provides GRAT valuations in full compliance with the stringent IRS regulations and you can see a sample report by clicking HERE .

We learned last week that our application for admittance into the the Fortune Rebuild Program had been accepted. This program, was created to bring small business owners from across the country together to learn from leading experts and each other.

We feel honored to be able to contribute to / learn from this nationwide discussion.

If you would like more information, please

- email accountinfo@appraisenj.net

- call 201.784.8500 x104

Last week's topic was:

"Ask Us Anything"

You can access the eNewsletter by clicking HERE .

Monthly Complimentary Webinar

Our May 2020 Webinar of the Month is "Import / Export Shortcuts."

Data entry for new portfolios can be a time consuming process and people are looking ways to automate. All of our delivery options (email/fax/mail, software, software as a service, and web) have import/export capabilities. This webinar will explore these services and illustrate how our clients can save time and improve accuracy by taking advantage of them.

The webinar is scheduled or Thursday, May 28, from 11:30a to 12:00p ET.

Please REGISTER FOR OUR WEBINAR by clicking HERE .

Featured Valuation of the Month

Our May 2020 Featured Valuation of the Month is the "Cost Basis Caculator."

Historical cost basis adjustments can be automated using the Interactive Data Cost Basis Calculator. The calculator draws on information in our extensive database that goes back over 100 years on some issues/companies. All stock split, stock dividend, spin off , distribution, merger and other cost basis-affecting data reported by the company is used to adjust the original purchase price and shares.

This Calculator can also be used to calculate the effect of DIVIDEND REINVESTMENTs (DRIPs) on stocks or mutual funds, which often change the cost basis of a position.

Click HERE for a sample report.

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

- May 22: Early close for Memorial Day Holiday

- May 25: Memorial Day Holiday

- May 28: Import/Export webinar (11:30a)

Are you the correct recipient of this eNewsletter?

Perhaps your coworker or colleague would be better served with the information contained in this newsletter. Please feel free to share it with them.

They can then sign up for this weekly eNewsletter by clicking on the link below.

You can SafeUnsubscribe by clicking on the link at the bottom of this eNewsletter.

Thank you for subscribing and allowing us to serve you.

Evaluation Service Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com