Estate Planning

Attorneys and Accountants rely on my company's appraisal values when calculating real property values for estates, divorces, or other disputes that necessitate assigning a value to real property. I understand their specific needs and have experience working with all parties involved. I provide appraisal reports that adhere to the stringent requirements of the courts and various regulatory agencies.

Settling an estate often requires an appraisal to establish the Fair Market Value of the residential property in question. Frequently, the date of death differs from the date when the appraisal is requested. I'm well-versed in the procedures and requirements necessary to perform a retroactive appraisal with an effective date and Fair Market Value estimate that aligns precisely with the date of death. My adherence to the ethics provision within the Uniform Standards of Professional Appraisal Practice (USPAP) ensures strict confidentiality, guaranteeing the utmost discretion.

Opinions of value used in documents submitted to revenue authorities should be accompanied by a detailed report explaining how the appraiser arrived at their conclusions. Such a report demonstrates to the authorities that the numbers used are well-founded and substantiated.

A professional appraisal provides the executor with solid facts and figures, facilitating compliance with IRS and state agency requirements. It offers peace of mind to all parties involved because I am here to stand behind the appraisal in the event of a challenge.