Newsletters
Nov 25, 2025
Overhauling Older Estate Plans After the OBBBA
Review estate plans post-One Big Beautiful Bill Act: update trusts, assess basis step-up, capital gains, and prepare for estate tax uncertainty....
What is an ISIN number?
ISIN is a 12-character global code for securities, assigned by NNAs. Unlike tickers, it ensures universal ID, aiding clearing, settlement, and tracking...
Nov 18, 2025
The Estate Tax Is Dead, This Expert Says. What Comes Next
Since Congress introduced income and estate taxes, income inequality has surged, with the top 0.1% now holding 15% of U.S. wealth....
On the November 11 US Veterans Day holiday, while the New York and NASDAQ Stock Exchanges were open, the U.S. bond markets were closed.
On Veterans Day, US bond markets were closed, but clients received bond prices via our data vendor's evaluated prices....
Nov 11, 2025
Recent developments in estate planning. This article highlights key developments in estate planning that occurred between July 2024 and June 2025.
Estate planning now focuses on incapacity, digital assets, BOIR, and SECURE Act RMDs, as the estate tax exemption rises to $15M/$30M in 2026....
Fiduciary Accounting Valuations
We do comprehensive pricing data high/bid, low/ask, closing, mean prices. Leverage our data valuation services to maintain compliance & make informed decisions...
Nov 04, 2025
💡 “The Next Generation Will Demand Digital Estate Planning from Day One"
Estate planning isn’t just for retirees—Millennials & Gen Z need it too, as life, wealth, and family look very different today. Start planning now....
Can you add assets to a portfolio after it is priced?
Yes. After a portfolio is priced, the status column will no longer say 'unpriced'. Only newly added unpriced securities are sent for pricing and incur a cost....
Oct 28, 2025
đź’ˇEstate Tax Filing Mistake Can Cost Clients Millions
Portability lets a spouse use a late partner’s estate tax exemption—but missed filings can cost millions. Timely, accurate IRS Form 706 filing is required....
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....
Oct 21, 2025
đź’ˇ Giving While Living: A Thoughtful Shift in Wealth Transfer
Families are rethinking inheritance—“giving while living” to support kids with education, housing, or ventures during their lifetimes....
Can a Portfolio ID be renamed after creation in Appraise?
Yes, using the Copy Portfolio feature, you can duplicate the portfolio and update the Portfolio ID, Estate Name, and Valuation Date....
Oct 14, 2025
Capital gains, standard deductions, and tax brackets changes offer planning opportunities
IRS 2026 inflation updates impact 60+ tax rules. RIAs should reassess withholding, giving, and estate plans under new OBBB-driven thresholds....
When should we avoid sending the portfolio for pricing?
Avoid running the portfolio for pricing between Saturday 8:00 PM EDT and Sunday 8:00 AM EDT, as ICE —our data provider—is offline during that time....
Oct 06, 2025
Giorgio Armani’s Will Contains Surprises Regarding His Fashion Empire
The will of iconic fashion designer and billionaire Giorgio Armani, who passed away earlier this month at 91, has been made public....
Who is our data provider?
At ESI – Appraise, we use reliable data from the Intercontinental Exchange (ICE) for accurate securities valuation....
Sep 30, 2025
The Estate Planning Blind Spot: Protecting Your Digital Legacy
Digital estate planning is essential in our online world. Protect your digital assets by including them in your estate plan to ensure your legacy is honored....
Customize Your Valuations with the Global Asset List
Web Appraise Global Asset List lets you create custom assets with your own IDs and prices. It adds a 9th check digit for platform-wide validation...
Sep 23, 2025
WealthManagement.com Celebrates Top Companies, Executives at 2025 Industry Awards
Judges recognized companies for their outstanding support of financial advisor success in various categories from among nearly 300 finalists....
Do you use Composite or Primary Exchange Pricing?
Evaluation Services, Inc. uses composite exchange pricing for all valuations whether through our software offerings or Appraise Outsourcing service....