"October is Estate & Gift Planning Awareness Month"
Material below was provided by the Financial Awareness Foundation.
With so many people on the path to or verge of running out of money before their life expectancy, many families burdened with large amounts of student loans and other forms of growing debt, and more than half of our adults (120 million) not having nor understand why they need an up-to-date financial, estate and gift plans to protect themselves and their families, we have a serious problem.
The goals are to encourage you to actively participate and support this very important movement to alert, educate, motivate, and assist the general public to get and keep their financial house in order with an up-to-date financial, estate and gift plans. This is such a great opportunity to "do good" for you and your family, your friends and neighbors, your employees and business associates, your customers, prospects and your community while you help solve a major social challenge - the financial illiteracy epidemic. Click HERE to learn more about how you can GET INVOLVED.
Last week's Time Saver / Helpful Hint topic was:
"Transactions between the date of death & alternate date"
Last month, we focused on our Estate Tax valuations which are our most frequently used service. Another popular type of valuation, which has to adhere to the same stringent IRS regulations are Grantor Retained Annuity Trusts (GRATs). Our clients have the capacity to produce these with or without accruals. Please take a moment to look at the sample reports below. If you click on the heading below, they will appear in more detail.
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: Software on our computer - data on yours; no installation or upgrades; can be accessed from any computer on your company network; more features than software
· APPRAISE Web: Internet application using credit card; can be run from anywhere
· 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
