October 3, 2018 "Time Saver & Helpful Hint" eNewsletter 
The future of stock and bond valuations for Trusts and Estates
WeeklyNewsWeekly News Update  
 
Trusts & Estates article:
Beware the Estate Tax Cliff
You can access the complete article by clicking HERE.
 
The week ahead:
(Your guide to this week's big events)
You can access the complete article by clicking HERE .

The week in review:
(A round-up of some of last week's significant corporate events and news stories.)
You can access the complete article by clicking HERE.
(not available this week)

If you need immediate, no frills, stock and bond valuations for trusts and estates, or historical portfolio pricing, try appraise.web.

If you're looking to outsource your valuations, or to replace legacy estate valuation software with a state of the art " software as a service" solution, EMAIL us.
 
Thank you for subscribing to our eNewsletter and allowing us to serve you.
TSHH Time Saver & Helpful Hint
 
This week's Time Saver / Helpful Hint topic is:
"Appraise version 7 End of Life alert"
This past June, we released APPRAISE V8, the latest version of our software. Any prior versions, though they will continue to work, will not be supported effective October 1.

If you are using a prior version, you NEED to upgrade. Please contact Don Bolt. His contact information is:
Phone: 201-784-8500 x104
Email: accountinfo@appraisenj.net

Last week's Time Saver / Helpful Hint topic was:
"Ticker Symbol Applications and Restrictions "
You can access the eNewsletter by clicking HERE.  
Webinar
WebinarComplimentary Webinar

We instituted a complimentary webinar series to enable our subscribers to receive concise instruction on issues and ideas affecting our industry without having to leave your office.

 
Our next webinar: 
"ESI-Direct (V2): A more efficient way populate your starting assets for estates and trusts" 
is scheduled for Tue, Oct 30 from 12:00p to 12:30p ET.

Here is a synopsis:
ESI-Direct,version 1, introduced nearly a decade ago, significantly improved the process by which OneSource Trust and Estate Administration (OTEA) clients were able to populate their starting assets for estates and trusts. Since then, the underlying technology has advanced and we collaboratively saw an an opportunity to improve the product. The release of version 2 (V2), which has been in development for quite a while, improves the speed and reliability of the valuation process. Our presenter is Earl Linton, Product Trainer for OTEA.
   
     
Prior Webinars:
You can access recordings of our prior webinars by going to our YouTube channel
ESI-APPRAISE or clicking HERE. These 20-30 minute webinars include industry related topics and APPRAISE how to videos.  
 
Last month's webinar, "How National Estate Planning Awareness Month can build your practice and community" can be viewed by clicking on the icon below.
 
  
Sep 2018: How National Estate Planning Awareness Month can build your practice and community 
Sep 2018: How National Estate Planning Awareness Month can build your practice and community
 
UpcomingEvents Upcoming Events

Events we are coordinating (all times are ET):
- Oct 13: System maintenance beginning at 5:00p ET
- Oct 30: ESI-APPRAISE monthly webinar series (click HERE)
 
 
Events we are attending (all times are ET):         
- Oct 10: Greater New Jersey Estate Planning Council meeting
  "What's New On Retirement, IRA, and Distribution Planning"
- Oct 25: Estate Planning Council of Bergen County Estate Planners Day
  "Stephan Leimberg - What's New On Retirement, IRA, and Distribution Planning"
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