Newsletters
Apr 30, 2024
Hash Out the Inheritance Now, or Fight Your Family Later
Death and money aren’t fun subjects to bring up over dinner. Yet families who make time for that awkward chat now can spare deep regrets and...
Pricing savings bonds using Appraise
We were asked if we can value savings bonds historically...
Apr 23, 2024
How Higher Interest Rates Change Tax And Estate Planning Strategies
Many people know how Federal Reserve policies influence the economy and investment markets. But they don’t realize how interest rate moves change the results of...
Inverse Relation Between Interest Rates and Bond Prices
This week's trusts and estates article (see above) discusses how interest rates affect estate planning. Two cited items impact the valuations we provide for our...
Apr 16, 2024
Q1 In Review: The Trending Topics That Affect Family Offices
Looking into the major news headlines of the first quarter of the year, the family office market has lost none of its pace. Monitoring services have picked up...
What a fantastic service!
We recently received this compliment from a client...
Apr 09, 2024
IRS Form W-9 Changes And Their Impact On Trusts And Estates
In March 2024, the Internal Revenue Service (IRS) unveiled a revised version of Form W-9[1], Request for Taxpayer Identification Number and Certification,...
What do I do if a security with a legitimate CUSIP, SEDOL, or Ticker does not price?
Although our data vendor, Intercontinental Exchange Inc., has a very extensive pricing universe, they occasionally cannot price an issue for a particular day....
Apr 02, 2024
SCOTUS Hears Arguments in Estate Tax Life Insurance Stock Redemption Case
The Supreme Court heard oral arguments to settle a circuit court split over whether life insurance proceeds following a shareholder’s death that are intended...
Exporting trust and estate valuations to ONESOURCE Trust & Estate software
Our clients are able to export their ESIAPPRAISE trust and estate valuations in ONESOURCE format....
Mar 26, 2024
How Estate Planning Can Thwart the ‘Third-Generation Curse’
Thorough communication with heirs about values and various elements of your estate plan could help younger generations better manage their inherited wealth....
Inverse Weighting For the Good Friday Weekend
Friday, March 29, is the Good Friday holiday. The stock exchanges are closed while the bond markets are open till 2:00p ET. The Federal Reserve and banks are...
Mar 19, 2024
Hot Topics for Private Clients and Family Offices from 2024 Heckerling Institute on Estate Planning
Earlier this year several Warner attorneys attended the annual Heckerling Institute on Estate Planning, the country’s most well-respected educational event for...
Which Continuing Education Institutes do you attend?
Our Industry News article in this Newsletter discusses the annual Heckerling Institute on Estate Planning....
Mar 12, 2024
Rich People Rush to Offload Wealth Before Estate Tax Break Drops
Wealthy taxpayers are hurrying to use the increased estate tax exemption amount before it potentially expires at the end of 2025....
Two New Research Products
We are pleased to announce that we have added two new research products...
Mar 05, 2024
Estate Planning For Singles
Estate planning for singles: make a will, draft a durable power-of-attorney, name an attorney-in-fact, and a health care proxy. Here's how...
Why people have been inquiring about APPRAISE Software as a Service for valuations
Over the past few weeks, we have received a significant number of inquiries about our "Software as a Service" platform for valuations...
Feb 27, 2024
IRS audits? Back taxes? Don’t freak out if you get this letter in your mailbox.
Taxpayers across the country are starting to receive letters from the IRS. The agency started to send out the automated collection notices — which were on...
What Is a Collateralized Mortgage Obligation?
One of the more difficult security types we value are Collateralized Mortgage Obligations...