May 7, 2019 "Time Saver & Helpful Hint" weekly eNewsletter 
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?
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TSHH Time Saver & Helpful Hint
 
This week's Time Saver / Helpful Hint is:
"Technology in the Estate Planning Field: Pluses and Pitfalls. "
We are collaborating on a presentation being delivered to an industry group on the above topic. Here is a synopsis:
 
Technology continues to transform how the estate planning industry provides existing and new services to clients for value added to the relationship. One focus of this program will be practical discussion of how practitioners can adapt different technologies and use them in their practices. However, with the boon provided by technology also comes a precarious situation for practitioners. Discussion will include thoughts on reasonable steps that can be taken to mitigate
the data and ethics risks inherent in new technologies.
 
If you think this would be a good topic for a future complimentary webinar, please EMAIL us.
Last week's Time Saver / Helpful Hint topic was:
"The Password Dichotomy "
You can access the eNewsletter by clicking HERE.     
Webinar
WebinarComplimentary 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.   
   
TSHH 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 
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.  
UpcomingEvents Upcoming Events

Events we are coordinating:
- May 24: System Maintenance
- May 27: Memorial Day Holiday 
 
Events we are attending:    
- May 8: Greater New Jersey Estate Planning Council  
(Topic: What's Hot and What's Not in Financial, Estate, & Life Insurance Planning) 
- May 8: Estate Planning Council of Bergen County
       (Topic: Insurance focused program)  
- May 23: Complimentary Webinar (see WEBINAR section) 
feedback Subscriber Feedback

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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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