Real estate is often one of the largest and most valuable assets in a financial plan or trust. For that reason, accurate real estate evaluations are critical when creating, managing, or distributing wealth. Whether you are funding a trust, updating an estate plan, or managing long-term investments, a professional appraisal ensures you have reliable and defensible property values.
Attorneys, financial planners, accountants, and trust officers frequently depend on certified appraisers to provide precise valuations that meet IRS, court, and state requirements. These evaluations may be needed for:
- Funding and managing trusts
- Estate and tax planning strategies
- Charitable contributions involving real property