October 5, 2020 "Time Saver & Helpful Hint" eNewsletter |
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Synopsis: High lifetime exemption amounts and low interest rates add up to estate planning success.
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Weekly Time Saver & Helpful Hint |
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"Gift & GRAT Valuations"
This week's feature article mentions that Gifts and GRATs are good planning techniques in the current environment. ESI-APPRAISE can provide these valuations for you. Please click on the sample reports below:
Want to get started right away, try
Last week's topic was:
"Final Regs..."
You can access last week's eNewsletter by clicking HERE.
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October is Estate & Gift Planning Awareness Month |
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This is a great time to make sure that your financial house is in order, ensuring that current financial, estate and gift plans are up-to-date.
Over 120 million adults, 50% of our adult population don’t have, nor understand, why they need current financial, estate and gift plans to protect themselves and their assets in the event of sickness or when they pass away. This is a real problem, as most feel they don’t have an estate to plan for; this is NOT TRUE. Financial, Estate & Gift Planning is not just for the wealthy and elderly; it’s important for everyone.
- If people don’t have an estate plan, their assets may not pass to their desired party, and there is no way for their significant or modest assets to get to their favorite charities or causes, as asset then pass by title, beneficiary designation, and the state laws of intestate succession which by default goes to close then distant family, if none exist they then revert to the state of domicile after taxes and costs.
- Can you believe that Prince and Aretha Franklin would pass with no wills or estate plan??? What could the Prince and Aretha Franklin estates of $400+ million do in the right hands? Perhaps music scholarships, teach entrepreneurism, help advance cures for health problems, help feed many, improve financial awareness and financial literacy, etc.
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Which valuations can I get from ESI-APPRAISE? |
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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
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How can I get a valuation from ESI-APPRAISE? |
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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.
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Upcoming ESI-APPRAISE Events |
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- 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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