"Industry News, Helpful Hint, & Upcoming Events" eNewsletter

September 3, 2024

Trusts & Estates News

This week's Trust and Estate article is: "In both estate administration and angling, it pays to prepare for the unexpected"



(Excerpt from actual article):

Financial advisors can address property challenges, encourage clarity in wills.


You can read the article by clicking

HERE.


Last week's Trust & Estate article was: "The Hidden Realities Of Probate: Are Americans Prepared?"

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

Helpful Hint

This week's Helpful Hint is:

"How many decimal positions does NASDAQ carry prices out to?"

We were recently asked how many decimal positions does NASDAQ carry its prices out to? The answer is four.

Please click HERE to see an example.


Last week's Helpful Hint was:

"IRS Regulations Which Apply To Accruals"

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

Were these hints helpful?
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Weekly Financial Market Review

Our business resides at the intersection of trust & estate law as well as financial data reporting.


We make it easy for our clients to stay current on financial market news by making a weekly market recap available by clicking HERE.

Upcoming Events

(Subject to change - please monitor regularly)

  • Thu, Sep 19: (5:00p EDT) System Maintenance - all online services will be unavailable with service being restored within a few hours.
  • Sat, Sep 21: (9:00a EDT) System Maintenance - all online services will be unavailable with service being restored within a few hours.

Is there a better way to prepare your valuations?

Why don't you consider us for your stock and bond valuations for trusts & estates? Maybe there is a better way than how you are doing them now?


We've been providing these valuations since 1985 and have experience and insight. Our pricing universe contains millions of US and foreign securities with corresponding decades of history. We can speak with you to potentially identify ways to improve accuracy, productivity, and output.

 

Click HERE for a list of valuations we provide and how you can get them.

 

If you want to speak with us, please:

call: 201-784-8500 x111

email: customerservice@appraisenj.net

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Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784 8500

appraisenj.com

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