Estate and tax planning appraisal questions
What is an estate and tax planning appraisal used for?
It provides an objective, documented value for a property so that estate settlement, tax reporting and wealth transfer decisions rest on evidence rather than an estimate. It is the figure attorneys, accountants and trustees work from.
Do you prepare appraisals for gift tax and charitable donations?
Yes. Alongside estate settlement and inheritance, we prepare valuations for gift tax planning, charitable donations and other tax-related purposes.
Who do you usually work with on these valuations?
Attorneys, accountants, financial advisors, trustees, executors and families. The report is written so that each of them can rely on it without needing the analysis re-explained.
What makes a valuation defensible for IRS purposes?
Credible market analysis, thorough documentation and a clearly reasoned basis for every adjustment. A number on its own is not defensible; the support behind it is what holds up under scrutiny.
How is this different from a date of death appraisal?
Estate and tax planning appraisals value the property as of today, for decisions still being made. A date of death appraisal is retrospective, establishing what the property was worth on a specific past date for probate and estate settlement.
Can you appraise more than one property for the same estate?
Yes. Estates frequently hold several properties, and we regularly value multiple holdings for the same matter so the figures are prepared on a consistent basis.
Ready to schedule your appraisal?
Tell us about your property and preferred timeline, and we’ll promptly provide a fair, transparent fee, a clearly defined scope of work, and the earliest available inspection time.
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