The Surprising But Essential Estate Planning Step For Social Security Benefits

May 4, 2020 "Time Saver & Helpful Hint" eNewsletter

Weekly News Update

Make Sure to Include Digital Assets in Your Estate Plans

Synopsis: " The internet opens a world of possibilities to store personal data, to manage assets, and to gather and create digital content.

But too often that data gets forgotten when it comes to estate planning—and that can cause problems for family members and heirs. "

We are still operating within the context of our Business Continuity Plan. Though most of us are working remotely, we are fully operational. We hope that you, and those close to you, stay safe and healthy during this difficult time.

Interested in what the financial markets are doing?

Click HERE for up to date information.

Time Saver & Helpful Hint

This week's topic is:

"Where does ESI get their pricing data?"

Our pricing vendor is ICE Data Services, a subsidiary of Intercontinental Exchange.

If you would like more information, please

- email accountinfo@appraisenj.net

- call 201.784.8500 x104

Last week's topic was:

"Alternate Valuation Date Webinar"

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.

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 23: System Maintenance (8:00a-12:00p)

- May 28: Monthly webinar (11:30a-12:00p)

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