Top Ten Estate Planning Recommendations before the End of 2020

October 19, 2020 "Time Saver & Helpful Hint" eNewsletter

Weekly News Update

Synopsis: No one can say that 2020 has been an ordinary year – from the outbreak of COVID-19 in the first quarter of 2020 to the death of Supreme Court Justice Ruth Bader Ginsburg to the upcoming Presidential election.

So, amidst such an unusual year, why not think about estate planning? These times provide an exceptional backdrop to engaging in thoughtful consideration about planning, and the economic environment provides unique opportunities.

Get started immediately with ESI-APPRAISE to obtain correct securties valuations by trying...

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Weekly Time Saver & Helpful Hint

"Investing in resiliency"

Last week we wrote about our new, high speed, broadband circuit (see Last week's topic). This week we want to discuss the new uninterruptible power supplies we recently installed. These state of the art UPSs give us additional resiliency against the inevitable fluctuations in electrical current from our utility. This is part of our ongoing effort to provide a reliable platform for our clients.

Last week's topic was:

"New, high speed broadband circuit"

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

October is Estate & Gift Planning Awareness Month

This article, about "Estate Planning Awareness Month", was written by the Financial Awareness Foundation.

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Please join Evaluation Services Inc. as we again partner with The Financial Awareness Foundation and other leading financial service and nonprofit associations, their professionals and companies, nonprofits, educational institutions, larger employers, membership based organizations, technology companies, government agencies, and the news media in this very important annual event.

We had a HUGE lack of financial awareness problem and financial illiteracy epidemic before COVID-19 - Now we have an even bigger one!!

To help address this major social challenge TFAF, ESI and other concerned organizations and individuals began taking an active leadership role to recognize organizations and their management, and individuals that are championing improving financial awareness and financial literacy. We unite them with other associations, organizations, nonprofits, educational institutions, municipalities, employers, and news media to actively focus this vast community resource around The Improving Financial Awareness & Financial Literacy Movement with its semi-annual concentrated personal finance content media blitz around the strategic campaign venues:

Estate & Gift Planning Awareness Month (October), and six months later with
Financial Literacy Month (April)

The plan is to touch everyone at least twice a year through these strategic campaign venues, with educational and motivating content, reminders and tools for making wise informed lifelong financial decisions and to get and keep your financial house in order by having current financial, estate and gift plans.

Sound financial decisions are important all year long, but most Americans never learned how to protect themselves and their family with an up-to-date Estate and Gift Plan, managing their money or investments, or saving for goals. Financial security is a big challenge. It gets much worse during a heath care and financial crisis, which we are currently experiencing.

The Movement gives you and other financial service providers a wonderful platform to help and encourage people to get and keep their financial house in order with a current financial, estate and gift plan. It’s also a perfect time to make sure that your own financial house is up-to-date!

To help you and your clients get and keep your financial house in order, click here to download a complimentary version of the TFAF Personal Finance Publication Set

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 to Calendar or Fiscal Year based on date of death

How can I get a valuation from ESI-APPRAISE?

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

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

· 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 your computer for security and peace of mind
Always running the current version eliminating the need to install updates
Easy to add and remove users
More reports and features than traditional, desktop installed software

· ESI-Direct: Value your 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

Oct 22: System Maintenance (5:00p ET)

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

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