Industry News and Helpful Hint eNewsletter

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

May 30, 2023

Trust & Estate News

This week's feature article is:

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

Excerpt (from actual article):

Your digital life includes dozens of usernames and passwords. Providing a digital estate plan can help your family deal with your accounts with minimal fuss.

You can read the article by clicking

HERE.

Last week's feature article was:

"8 estate planning tips for advisors with artists and entertainer clients"

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

Helpful Hint

This week's topic is:

"Digital Estate Valuations"

This week's trust and estate feature article discusses digital estate planning which is becoming more essential as people embrace the power of the internet. The same phenomenon is happening in estate valuations as customers migrate the pricing and accrual function to the internet. If this is something you want to consider, we have two options:

webappraisenj.com
API calls from your computer

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

EMAIL us.

Last week's topic was:

"Which browser(s) work best with webappraise for estate and gift tax valuations?"

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

Upcoming Events

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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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com