How To Use Irrevocable Gift Trusts To Take Advantage Of Your Estate And Gift Tax Exemptions

November 23, 2020 "Time Saver & Helpful Hint" eNewsletter

Weekly News Update

Synopsis: One of the best ways to do that is to put the assets into an irrevocable gift trust, which enables you to make large gifts without giving up control and enjoyment of those assets.

Weekly Time Saver & Helpful Hint

"Financial Market Hours For Thanksgiving Holiday"

Wednesday is a normal trading day. All of the domestic financial financial markets are closed on Thursday.

It's a little more complicated on Friday.

The NYSE and NASDAQsdaq will close at 1:00p (ET) and the bond markets will close at 2:00p (ET)

We published our holiday hours in the upcoming events section of this eNewsletter.

We wish you a happy and healthy Thanksgiving holiday.

Last week's topic was:

"Why such a big price difference?"

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

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Though the product is easy to use, we have a tutorial video if you are interested.

Which valuations can I get from ESI-APPRAISE?

We give you access to all the tools, information, and professional support you need to increase your profits and serve your customers better:

IRS Form 706 Estate Tax
IRS Form 709 Gift Tax
Charitable Remainder Unitrust
Grantor Retained Annuity Trust
Domestic & Global Historical Pricing
Capital Changes
Cost Basis for Dividend Reinvestment Plans & Equities
1040/1041 Income Allocation for Calendar or Fiscal Year

How can I get a valuation from ESI-APPRAISE?

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- APPRAISE Web: Credit card or account #; can be run from anywhere/any platform

· APPRAISE.Windows: Software on your computer; internet connection to access data

· APPRAISE.ASP: Our software as a service (SaaS) solution:

Software on our computer, data on your computer for security
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· ESI-Direct: ONESOURCE Trust & Estate securities without valuation software

2. Outsourcing solution (We do the work and save you time.)

Valuations can be submitted/delivered via email, fax, overnight courier, or mail.

Upcoming ESI-APPRAISE Events

Nov 25: (2:00p ET) close for day before Thanksgiving holiday
Nov 26: Thanksgiving Holiday
Nov 27: (1:30p ET) close for day after Thanksgiving holiday.

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