Newsletters
Apr 01, 2025
What The Potential Elimination Of Step-Up In Basis Means For Families
Discussions around eliminating the step-up in basis are gaining momentum. Getting rid of the step-up in basis would bring challenges....
What is a composite price and what is a primary exchange?
Composite price aggregates prices from exchanges where the security trades. Primary exchange refers to the stock exchange which hosts company’s primary listing....
Mar 25, 2025
Setting the stage for open dialogue about estate planning: The role of family meetings
Warren Buffett made headlines recently when he advised all parents to give their children an opportunity to weigh in on their wills before they’re signed....
APPRAISE API - Integrated Estate & Gift Tax Valuations
Appraise API allows clients to program directly from their trust system into our proprietary Appraise pricing system and customize it for their reporting needs....
Mar 11, 2025
High-Net-Worth Individuals and Estate Planning Under Trump
We don't know what’s going to happen with taxes. Keeping an eye on these issues is imperative so you can make the appropriate moves at the right time....
ESI-APPRAISE Help Center
The answers to many of the questions our clients ask can be found in the "Help Center" of our new website....
Mar 04, 2025
4 Predictions For The Future Of AI In Estate Planning
Here’s how I see AI reshaping the estate planning landscape—making it smarter, more intuitive and deeply personal....
Share Splitter
A client had a situation where the securities had to be split into three separate portfolios by percentages to complete an inheritance tax return....
Feb 25, 2025
Navigating the Form 706
While a seemingly straightforward task of reporting a decedent’s assets and calculating the tax, Form 706 presents numerous traps for the unwary....
Alternate Valuations
Did you know that our products enable you to include transactions between the date of death and alternation valuation date on our reports?...
Feb 18, 2025
9 Ways Your Estate Planning Strategy Should Change Under Trump
As President Donald Trump assumes the White House again, all eyes are on the tax changes his administration may try to pass that will impact estate planning....
Do I have to manually enter securities or can I automate the process?
Many of our online clients have upgraded from manually inputting CUSIP/Ticker and shares to populating these fields automatically using "Universal Import"....
Feb 11, 2025
The Trump Administration’s Estate Planning Proposals
While some changes remain in the proposal stage, they highlight a shift in priorities that can reshape how high-net-worth individuals approach wealth management...
Please visit us at the 2025 American Bankers Association Wealth Management and Trust Conference!
We will be exhibiting at the 2025 American Bankers Association Wealth Management Conference in San Diego. Please stop by a visit us....
Feb 04, 2025
Key Takeaways from Heckerling 2025
Trusts & Estates advisory board members share their views on the looming sunset, purpose trusts and more....
What does, 'We are unable to price this issue' mean?
This indicates that our data vendor, Intercontinental Exchange (ICE), recognizes the asset but does not have pricing information available....
Jan 28, 2025
The First 100 Days of the New Congress
The 119th Congress was sworn in last Friday, marking the start of what’s expected to be a busy year. Tax reform is on deck....
Jan 29 Webinar: Estate & Gift Tax Valuations in the Cloud - Now With Alternate Valuation Date Transactions!
Have you considered the possibility of preparing estate and gift tax valuations from a website instead of software?...