"Trust & Estate Industry News & Appraise Helpful Hint" eNewsletter

October 18, 2022

This week's topic is:

"Tracking values with name changes using Cost Basis Calculator"

A client recently asked:

"Can you run a report showing the changes from 05/04/2014 Dreyfus Fund Shares (262003106) to 04/01/2020 BNY Mellon Large Cap (05588K104) shares? We need the dividends included."

We were able to help using our Cost Basis Calculator.

Here is the report we generated.

Why don't you give us a try with one of your trust & estate valuations? Please call us at 201-784-8500 x107.

Last week's topic was:

"What is Appraise Software as a Service (SaaS)?"

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

This is a great time to make sure that your financial house is up-to-date with current financial, estate and gift plans.

Staying organized and planning wisely are keys to financial success. As you know, short of winning the lottery or inheriting millions, few people attain and maintain financial success and security without forethought, a strategy, and ongoing management. Learn this powerful simple process to make better everyday money decisions so you have the best chance of watching your personal and family dreams become a reality.

As you can see from the graphic, estate & gift planning is one of the personal finance elements that requires attention to keep your financial house in order. Estate and Gift Planning is a financial process that can protect you and your family and is a very important component of your overall financial planning.

Now is the perfect time to put your clients and your estate & gift planning house in order.

The crafting of a good estate plan starts with planning, followed by the proper drafting and signing of appropriate legal documents such as wills, trusts, buy-sell agreements for business owners, durable powers of attorney for financial management, and an advance health-care directive or health-care power of attorney. Having these documents in place saves you and your family a lot of money and time at a very difficult and emotional time. It also allows you to pass on your values, knowledge and assets to future generations and your charitable causes to help make this a better world

Click here for an Estate and Gift Planning Article you are welcome to share with clients, friends and family

Click here to help you and your clients get and keep your financial house by downloading a complimentary version of the TFAF Personal Finance Publication Set

 Click here to learn more about The Improving Financial Awareness and Financial Literacy Movement and how it can increase your bottom line.

1. Secure online solutions (You do the work to save money.):

• APPRAISE Web: credit card or account #; can be run from anywhere/any platform 
• APPRAISE.Windows: software and data stored on your computer
• APPRAISE.SaaS: our Software as a Service (SaaS) solution. SaaS means we host the software, which you access via the internet, and you store your data locally on your computer. This benefits you and your information technology group because a hybrid solution takes the best of software and cloud and combines them.

1. You're always running the current version and do not need to install updates.
2. It's easy to add and remove users
3. It has more reports and features than traditional desktop software
4. You store your data securely on your computers.

• ESI-Direct: ONESOURCE Trust & Estate securities valuations without software
• Universal Import: A utility which enables users to create portfolios from comma delimited or Excel files in lieu of manually entering CUSIP/Ticker and shares.

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

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

Click HERE for an order form.

• Thu, Nov 10: (5:00p ET) System Maintenance - all online services will be unavailable with service being restored within a few hours.