Newsletters
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....
Dec 03, 2024
Estate Planning Services Are Becoming Table Stakes
Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task...
Pricing Options: Calls, Puts
We have a research tool to look up the necessary identifier for pricing. The tool requires: ticker symbol, maturity date, strike price, and number of options....
Nov 26, 2024
Estate and Inheritance Taxes by State, 2024
In addition to the federal estate tax, 12 states and the District of Columbia impose additional estate taxes, while six states levy inheritance taxes....
Why are these prices higher than I expected?
The values you were looking at from the other source are lower, post-split, adjusted, prices....
Nov 12, 2024
What Trump's Win Means for Estate Tax Planning
Republican control in the White House and Congress makes extension of the 2017 tax overhaul likely....
Save time entering CUSIP numbers, Ticker symbols, and shares
If you use one of our technology solutions (API, Software, Software as a Service, Web), we have tools to import the holdings instead of entering them manually....
Nov 05, 2024
IRS Announces 2025 Gift and Estate Tax Exemptions.
The Internal Revenue Service (IRS) has released its tax inflation adjustment figures for tax year 2025....
We will be releasing an update to our APPRAISE software this month.
Clients can expect an email from us with a link to the download....