Newsletters
Apr 28, 2026
Estate Planning Lessons from Tony Hsieh's Contested $500M Will
The litigation is one of the most consequential probate cases in recent memory—and one of the most instructive....
How to enter a warrant ticker symbol into Appraise for pricing.
A client wanted to price an Occidental Petroleum Corporation warrant and asked how to enter the Ticker symbol into Appraise....
Apr 21, 2026
Transmitting Family Values Along With Assets
How regular, little conversations set the stage for multi-generational wealth....
Current version of the Appraise desktop software is 8.1.2
Now that tax season is over, we want to remind our desktop software clients that the current version is 812....
Apr 14, 2026
Estate Administration in the Age of Data Persistence
What wealth advisors and estate fiduciaries need to know about credit reporting errors and identity theft after death....
ESI-APPRAISE's 2026 First Quarter Review
Since our clients are always at the center of everything we do, we send an email reviewing our accomplishments for them from the past quarter....
Mar 31, 2026
Tax, Estate Planning Season Appears Less Fraught; Uncertainties Linger
FWR talks to US wealth advisors about the tax, estate and broader planning issues arising in the approach of tax-filing deadlines this year in the US....
CUSIPs starting with "9EQ" will not be recognized nor priced
Generally, the CUSIP prefix (9EQ) is used to assign a CUSIP number to "non-public" or "internal" assets....
Mar 24, 2026
Why the Boomer Wealth Transfer Might Not Be So 'Great'
Projections of a $70 trillion to $100 trillion generational transfer are "incomplete" because they treat boomers' wealth as static....
IRS Form 709 Gift Tax Valuations
Providing gift tax valuations, in full compliance with the stringent IRS Form 709 regulations, is part of our suite of valuation services....
Mar 17, 2026
Navigating the Great Wealth Transfer Across Multiple Generations
Guide clients through the technical and human dimensions of planning....
How to Enter Preferred Stock Tickers in Appraise for Valuation
If the preferred stock ticker contains "PR", replace "PR" with a period (.) to match Appraise’s preferred issue ticker format....
Mar 10, 2026
Engaging Gen Z: A New Era of Family Wealth Conversations
Advisors can help younger generations by initiating discussions about money, purpose, value and legacy....
Pricing data vendor system Maintenance
Our pricing data vendor, Intercontinental Exchange Inc. (ICE) has set aside 8p Sat - 8a Sun (ET) for system maintenance....
Mar 03, 2026
The Emotional Side of Estate Planning
Conversations about estate planning intentions and a willingness to listen to feedback can prevent conflict....
Transferring valuations between APPRAISE & ONESOURCE 706
You can export ESI-APPRAISE valuations to Thomson Reuters ONESOURCE 706 estate tax software. This time saving feature reduces cost and increases accuracy....
Feb 24, 2026
2026 Estate and Gift Tax Update
While the extension of The One Big Beautiful Bill Act (OBBBA) provides continuity, it does not eliminate the need for proactive planning....
What is ESI-Direct?
ESI-Direct allows users to get accurate valuations directly from OneSource Trust & Estate Administration without additional valuation software....