November 19, 2019 "Time Saver & Helpful Hint" weekly eNewsletter 
WeeklyNewsWeekly News Update  
 
Feature article:
Synopsis: " Most people have a broader and more robust digital life than they realize, and that digital life has to be integrated into their estate plans. If it isn't, your heirs are likely to face a lot of inconvenience, anxiety and unnecessary costs. It's possible part of your estate and legacy will be lost."
You can access the complete article by clicking HERE.

Interested in what the financial markets are doing?
Click HERE for up to date information.
 
Who is ESI-APPRAISE & how can we help you with estates, gifts, trusts, and cost basis?
Click HERE to find out.
TSHH Time Saver & Helpful Hint
 
This week's Time Saver / Helpful Hint is:
"Preparation of valuations for gift tax and grantor retained annuity trusts"  
ESI-APPRAISE can help you with the preparation of valuations for gift tax and grantor retained annuity trusts. In fact, we have a complimentary 30 minute webinar scheduled for Wednesday, November 20 from 11:30a to 12:00p ET
to explore GRAT valuations in more detail. We'll illustrate the nuances of compliance as well as how to generate these accurately and efficiently. 
Click HERE to REGISTER.
 
Last week's Time Saver / Helpful Hint topic was:
"Commentary on 2020 Estate & Gift Tax Limits" 
You can access the eNewsletter by clicking HERE.     
TSHH Solution Of The Month with accompanying webinar
 
"Charitable Remainder Unitrust & Grantor Retained Annuity Trust Valuations "
Last month, we focused on our Estate Tax valuations which are our most frequently used service. Two other popular types of valuation, which have to adhere to the same stringent IRS regulations are Charitable Remainder Unitrusts (CRUT) and Grantor Retained Annuity Trusts (GRATs). Please take a moment to look at the sample reports below. If you click on the heading below, they will appear in more detail.     
 
We have scheduled a complimentary webinar for Wednesday, November 20, from 11:30a to 12:00p to explore these valuations in more detail. We'll illustrate the nuances of compliance as well as how to generate these accurately and efficiently. 
Click HERE to REGISTER. 
 
 
 
 
 
 
DeliveryOptionsH ow 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 nor upgrades and data is secure
     - Always running current version 
     - Highly scalable, both upward, in good times, and downward when business is slow
     - More options than software including ticker symbol lookup and capital change reporting. 
· APPRAISE Web: Internet application 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
- call 201.784.8500 x104 
UpcomingEvents Upcoming Events

Events we are coordinating:
- Nov 19: Webinar: - "Automating GRAT & CRUT valuations "
- Nov 21: System maintenance beginning at 4:00p ET.   
    All online services wil be unavailable for a few hours.  
- Nov 27: ESI-APPRAISE will close at 2:00p ET for Thanksgiving  
- Nov 28: Closed for Thanksgiving holiday
- Nov 29: NYSE half day; ESI will open at 9:00a and close at 1:30p 
 
Events we are attending:    
- Nov 20: Greater New Jersey Estate Planning Council meeting
- Jan 13-17: 54th Annual Heckerling Institute on Estate Planning 
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