"An Estate Plan For Every Stage In Life"

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

Weekly News Update

An Estate Plan For Every Stage of Life

Synopsis: "There are many common misconceptions surrounding the topic of estate planning. For example, many people believe that estate planning just means having a will. Others think that estate planning is only a concern for retirees or those over age 55. Unfortunately, these misunderstandings can be incredibly harmful to your loved ones - no matter what season of life you’re in."

Interested in what the financial markets are doing?

Click HERE for up to date information.

Time Saver & Helpful Hint

This week's topic is:

"Always Current, Always Secure"

One of our clients, who was a software subscriber but recently switched to our Appraise.ASP software as a service solution, asked if they needed to install any updates to be on the latest version. We explained that our ASP clients are always current because the application is hosted on our servers and the data is stored on the client's computer.

Always Current, Always Secure...that is the Appraise.ASP promise.

The previous topic was:

" Heckerling Institute on Estate Planning "

You can access the eNewsletter by clicking HERE .

Solution Of The Month

In this week's Time Saver & Helpful Hint, we discuss our "Always Current, Always Secure" Appraise.ASP software as a service delivery method.

The best way to see how this innovative technology can make your company more efficient and competitive is to see a live demonstration. We have scheduled a free webinar for Thursday, February 27 from 11:30a-12:00p ET.

You can REGISTER by clicking HERE .

Here's what the easy to use login page looks like:

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

If you would like more information, please

- email accountinfo@appraisenj.net

- call 201.784.8500 x104

Upcoming Events

Subject to change;

check here regularly

Events we are coordinating:

- Feb 20: System maintenance beginning at 5:00p ET. All online services will be unavailable for a few hours.

- Feb 27: Webinar: "Introduction to Appraise.ASP"

Events we are attending:

- Feb 12: Estate Planning Council of New York City meeting

- Feb 19: Estate Planning Council of Bergen County meeting

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