Newsletters
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?...
Jan 21, 2025
Key Insights From The 59th Heckerling Institute On Estate Planning: Navigating The Future In 2025 And Beyond
The conference highlighted the critical need for proactive planning considering a rapidly evolving tax and regulatory environment....
Thank you for visiting us at the 2025 Heckerling Institute on Estate Planning
We just returned from the 2025 Heckerling Institute on Estate Planning. We want to thank everyone who made time in their busy schedules to visit us....
Jan 20, 2025
Heckerling 2026: Navigating Trust Situs Complexity and Conflict:
Martin M. Shenkman summarizes a Heckerling panel on modern trust situs, highlighting new conflict‑of‑laws approaches and urging planners to specify law....
How do you calculate Principal payments made between date of death & alternate date on paydown securities?
Principal payments from the date of death to the alternate dates are itemized, and the date‑of‑death paydown factor is applied to the alternate report....
Jan 07, 2025
3 things we learned about estate planning in 2024
As 2025 is about to begin, many Americans are looking to the future — but they may not be looking far enough ahead....
Date of Death Valuations, Stock Splits, Adjusted, & Unadjusted Prices
Can you please check the mean price of NVIDIA for 12/28/2021? We are expecting $30.6709 per share and your date of death valuation had $306.709....
Dec 31, 2024
Stock markets to close for Jimmy Carter day of mourning
Financial markets will be largely — but not entirely — closed for the National Day of Mourning for Jimmy Carter on Thursday, Jan 9....
Impact of Jimmy Carter Nation Day of Mourning on the estate and gift tax valuations.
Since the financial markets will be largely closed for the National Day of Mourning on Jan 9, this will complicate estate and gift tax valuations....
Dec 17, 2024
Post-Election Estate Tax Planning Requires A Cautious Approach
Like many people, you may have put off finalizing estate tax planning until the 2024 election results were in. Now that the results are in, what comes next?...
Stock market holidays & half days 2024: A complete list
For the next two weeks, the financial markets will be following a holiday schedule. You can read their holiday schedule by clicking...
Dec 10, 2024
The Double-Edged Sword Of Sharing Your Estate Plan With Family
Warren Buffett stirred debate among estate planning professionals by recommending that individuals share their estate plans with adult children before signing....
Universal Import
We released our updated Universal Import program which automates the process of entering CUSIP #s/Ticker symbols and shares into Appraise....