Newsletters
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....
Jun 16, 2026
After OBBBA, Some Wealthy Clients Have Estate Planning Regrets
Last summer, the exemption was raised to $15 million, and some clients who rushed to give assets to children before the deadline may be having second thoughts....
CUSIP numbers Reserved for Internal Use
This permits a user to assign an identifier to any issuer that might be relevant to their holdings but does not qualify for coverage under the CUSIP system....
Jun 09, 2026
Estate Planning Still Remains Overlooked By Many
Estate planning remains one of the most overlooked areas of personal finance not because families lack awareness, but because people still believe it can wait....
Activation Pin
When installing the Appraise software on a workstation for the first time and occasionally when upgrading, you may be prompted for an Activation PIN....
Jun 02, 2026
529 College Saving Plans Are More Powerful Estate, Tax Planning Tools.
529 plans were created to help families save for higher education expenses. Now, 529 education savings plans offer numerous tax and estate planning advantages....
We are unable to value privately held corporations.
Though we can provide pricing for millions of publicly traded securities, we are unable to provide pricing for these non-publicly traded companies....
May 26, 2026
What to do When UHNW Clients Go Quiet
Managing wealth for family offices goes beyond protecting assets....
Estate & Gift Tax or EZPrice Valuation?
Estate & Gift Tax satisfies the stringent IRS Forms 706 and 709 regulations. EZPrice, intended for portfolio valuations, does not comply with IRS regulations....