Heirs of Heirs of Heirs of Heirs Love Dynasty Trusts

June 12, 2018 "Time Saver & Helpful Hint" eNewsletter

Weekly News Update

This week's feature article is:

Heirs of Heirs of Heirs of Heirs Love Dynasty Trusts

Here is an excerpt from the article:

"Everyone dies eventually, but if you're wealthy enough, your money might live forever. Dynasty trusts are a tool to make that possible. Thanks to the tax overhaul signed in December, these trusts are getting new attention from ultra-wealthy Americans looking to provide for the financial needs of grandchildren, great-grandchildren and beyond.

You can access the complete article by clicking HERE.

Last week's feature article was:
Estate Planning Under the New Tax Reform Guidelines
You can access the complete article by clicking HERE.

Time Saver / Helpful Hint

This week's topic is:

"Do I have to uninstall the old version of APPRAISE to install the new version?"

You do not have to uninstall the current version to upgrade to the new version. For more information about our newest version, just click HERE.

Last week's Time Saver / Helpful Hint topic was:
" The newest version of APPRAISE has been released"

You can access the eNewsletter by clicking HERE.

Complimentary 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 topic:

"Introduction to Appraise version 8.0.1"

is scheduled for Wed, June 27 from 11:30a to 12:00p ET.

Here is a synopsis:

APPRAISE Version 8.01, our newest version, was released the first week of June. There are plenty of exciting new features we want to introduce you to.

Click HERE for more information about the new version.

Click HERE to register for the webinar.

Prior Webinars:

You can access a recording of last month's webinar: "Web-based securities pricing for estate tax returns and other purposes", as well as prior webinars, by clicking on the icon below.

Upcoming Events

Events we are coordinating (all times are ET):

- June 15: System maintenance beginning at 5:30p
- June 27: Complimentary webinar (11:30a - 12:00p)

(see webinar section above for more information)

Events we are attending (all times are ET):
- June 13: Greater New Jersey Estate Planning Council meeting
- June 14: Estate Planning Council of Bergen County meeting
- July 12: Estate Planning Council of New York City meeting

Who is ESI-APPRAISE (Evaluation Services)?

Evaluation Services, the developers of APPRAISE, provides stock and bond valuations which exceed the stringent IRS requirements for Estate, Gift, & Trust tax returns and follow Generally Accepted Accounting Principles. We also perform capital change reporting, cost basis calculations, historical portfolio and exception list pricing.

We offer both outsourcing (full service) and technology driven (self-service) solutions which interface with third party applications.

Outsourcing your valuations to us frees you up to focus exclusively on your most important tasks. Just complete our order form and send us a list of holdings. Then, leave the work to us.

Our self-service solutions include: software, which is an older way to deploy technology, as well as state of the art "software as a service" and web based applications. The newer apps are especially popular because they are easy to implement, always current, scalable, and require minimal support from your technology departments.

You can pay your invoices by check, credit card, or electronic fund transfer. We back all of this up with first class customer service and fair pricing.

Why not give us a try? Click here for a list of solutions.

Customer Feedback

We want to make it easy for our clients to give us feedback. Please click here if you want to contact us.

Here is a recent testimonial from a client.
" We appreciate how easy it is to contact you and your quick response!"

- Baton Rouge, LA

Evaluation Services Inc. | 201.784.8500 | Email | Website

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