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

April 15, 2025

Trusts & Estates News

This week's Trusts and Estates article is:

"Clients aren't likely to face estate taxes. But they still need a plan."



(Excerpt from actual article):

"The political calculus involved with the details of estate planning next year and beyond may be distracting financial advisors and clients from a larger, simpler conversation, one expert says."


You can read the article by clicking

HERE.


Last week's Trust & Estate article was:

"Turning Downturns Into Opportunity: Recession-Era Strategies for Gift and Estate Tax Planning"



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

Helpful Hint

This week's Helpful Hint is:

"Stock Market Holidays 2025: Are NYSE and Nasdaq Open?"

The Financial markets observe 10 official holidays plus 3 early closings. You can read more by clicking HERE.

If you have questions, you can EMAIL US for more information.


Last week's Helpful Hint was:

"Gifts & GRATs"


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

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)

  • Fri, Apr 18: Good Friday Holiday The NASDAQ & NYSE exchanges will be closed for the holiday. We will be closed as well.

Six ways to get your valuations. Have it your way!

ESI-Appraise gives you six ways to get your estate, gift, and trust tax securities valuations. You don't have to fit into our workflow. We fit into yours. Have it your way!


  1. APPRAISE.API: a secure interface that streamlines portfolio pricing. This is done by allowing clients to program directly from their trust system into our proprietary pricing system and customize it for their reporting needs. No personal or client data is exchanged. This can be a way to cut costs, improve efficiency, and improve your processing metrics.
  2. APPRAISE.Web: A web-based application, accessed through any browser, that provides stock and bond valuations for estate, gift, and trust tax. Portfolios are saved to your account and accessible wherever you are, on any device.
  3. APPRAISE.Software: Our proprietary software that has been serving our clients since 1985. Install it on any computer and get the estate, gift, and trust tax valuations you need quickly, accurately, and securely.
  4. APPRAISE.SaaS: Software as a Service (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 web and combines them. You're always running the current version and do not need to install updates. Your portfolio data is stored securely on your computers. It's easy to add and remove users. The underlying technology is Citrix.
  5. ESI-Direct: Thomson Reuters ONESOURCE Trust & Estate securities valuations without valuation software. Everything is done from within the Accounting or 706, reducing steps, saving time, and increasing accuracy.         
  6. Outsourcing: Valuations can be submitted/delivered via email, fax, overnight courier, or mail.
Are you the correct recipient of this eNewsletter?
Perhaps your coworker or colleague would benefit from the information contained in this eNewsletter. Please feel free to share it with them. They can then sign up for their own subscription by clicking on the link below. 
 
 
You can 'Safely Unsubscribe' by clicking on the link at the bottom of this eNewsletter. 
 
Thank you for subscribing and allowing us to serve you.

Evaluation Services, Inc.

180 OLD TAPPAN ROAD,

BUILDING 4, OLD TAPPAN, NJ 07675

(201) 784-8500

newappraiseesi.com

Contact Us
Linkedin  Youtube  
X Share This Email
LinkedIn Share This Email