Newsletters
Aug 25, 2026
The Buss Children Are Squabbling Over Their Remaining Lakers Stake
Naturally, after his death these six Buss children got caught up in over a decade of infighting that saw them split into three rough camps....
Accrued Dividends For Mutual Funds
The data in your report aligns with applicable IRS Regulations based on the ex-dividend, record, and pay dates for each asset....
Aug 18, 2026
Nike’s Founder Has Moved $9 Billion to His Heirs and the Gift-Tax Bill Was Roughly $0. The Trust He Used Has a Name and It’s Legal in All 50 States
GRATs are legal in all 50 states, typically cost between $5,000 and $15,000 to establish, and pass all asset growth above the IRS hurdle rate to heirs tax-free....
ESI-Appraise GRAT valuations
Because they're so common, many of our clients use us for GRAT valuations. We offer them in Principle Only and Including Accruals formats....
Aug 11, 2026
Eligible taxpayers may receive automatic penalty relief
Taxpayers with a history of filing and paying on time may now have an easier path to receive penalty relief....
Name changes map historically
Even though AHP didn't change its name to Wyeth until 2002 and the valuation is in 2001, the AHP data is the Wyeth data. All AHP data were relabeled for WYE....
Aug 04, 2026
An Estate Planning Checklist For The Rest Of 2026
Whatever the state of your plan, it is easier to create or update it using this checklist of the essential steps for every plan....
WebAppraise v2.1.0 upgrade completed
The upgrade includes some new features, which you can read about by clicking......
Jul 28, 2026
New Student Loan Caps Turn College Funding Into Estate Planning Decision
Under the loan provisions of the One Big Beautiful Bill Act (OBBBA), the federal government now imposes hard ceilings on education borrowing for new loans....
ESI-Appraise's 2026 Second Quarter Review
We would like to take this opportunity to review how we innovated for our clients in the prior quarter......
Jul 14, 2026
The sandwich generation is forcing advisors to rethink the 60/40 portfolio.
Tim Thornberry of Cornerstone Financial Partners says estate planning used to center on transfers at death. Now most of the real money moves during life....
Correctly valuing mutual funds for estate tax when the valuation date falls on a weekend.
Here is the IRS regulation we follow: [ IRS Reg. 20.2031-8(3)(b) ]....
Jul 07, 2026
Estate Planning for Later-in-Life Marriages
80-year-olds in love can wreak just as much havoc on a plan as their younger counterparts....
Have you looked at the NEWS section of our website?
In addition to this weekly Newsletter, we have a News section on our website that you should check regularly....
Jun 30, 2026
Case Study: Estate Planning When an Heir Faces Mental Health Struggles
Family dynamics, whether healthy or troubled, often come to the fore when planning. Mix in mental health issues and the recipe can become particularly tricky....
Month-end invoices by email
We send our invoices for any month you use our services by email the following month. You then have the option to pay by ACH, check, or credit card....
Jun 23, 2026
Is The Great Wealth Transfer A Mirage?
Is The Great Wealth Transfer a Mirage? Advisors, their firms, and heirs are likely to be disappointed....
Valuing foreign securities in $US
Sometimes, our clients ask us to price securities traded on non-US exchanges. In these situations, the values reported on APPRAISE valuations are in $US....