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

September 27, 2022

Industry News

This week's feature article is:

"Ways to Speed Up the Probate Process"

Excerpt (from actual article):

"Most people know that a will clearly defines specific assets, such as a house, car, or stocks, which certain people inherit after a family member is deceased. A valid will is the core reference of how assets will be split, but it undergoes the probate process. However, probate is usually a costly and lengthy process. However, there are ways to undertake the process fast and cost-effectively. Here are some simple tips on how you can speed up the probate process:"

You can read the article by clicking

HERE.

Last week's feature article was:

"Inheritance and Estate Taxes Can Impact Ordinary Taxpayers Too"

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

Helpful Hint

This week's topic is:

"October is Estate & Gift Planning Awareness Month"

Since October is Estate & Gift Planning Awareness Month (see the next section of this eNewsletter), we partnered with the Financial Awareness Foundation to raise public awareness about the need for estate planning. Our feature "Industry News" article this week is about the Probate process.

This is the first of five articles we will include on the topic.

Last week's topic was:

"Transactions between the date of death and alternate valuation dates."

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

October is Estate & Gift Planning Awareness Month (Article 1 of 5)

This article on "Estate & Gift Planning Awareness Month", was crafted by The Financial Awareness Foundation.

October is Estate & Gift Planning Awareness Month and a great time to make sure that your financial, estate and gift plans are up-to-date.

Teaching financial awareness, financial literacy and the essential principles to smart money management are so very important, as this gives people the tools of empowerment to make better informed everyday money decisions so you can:

Make wiser informed lifelong money decisions
Live a quality life without outliving your wealth
Watch personal / family dreams become a reality
Enjoy a financially secure debt free future
Work efficiently with financial service professionals & financial product providers to get the best results from time & money
Get and keep your financial house in order by having current financial, estate and gift plans
Pass on your values, knowledge and assets to future generations, and your charitable causes, to help make this a better world
Have the highest probability to reach and maintain your family dreams while you live out a financially successful life.

Click here to Learn How Improving Financial Awareness & Financial Literacy Can Increase Your Bottom Line

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. Additionally, ESI-Appraise offers a broad range of global securities and related financial data from all major markets and exchanges.

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 Calculator for Corporate Actions
Cost Basis Calculator for Dividend Reinvestment Plans
1040/1041 Income Allocation for Calendar or Fiscal Year

How can I get a valuation from ESI-APPRAISE?

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.

You're always running the current version and do not need to install updates.
It's easy to add and remove users
It has more reports and features than traditional desktop software
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.

Upcoming Events

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