Estate tax and planning appraisals

We prepare residential valuations for estate planning, estate tax returns, gift tax and non-cash charitable contributions.

Estate work often calls for a value as of a date in the past rather than today, and is frequently read by people other than the person who ordered it — accountants, attorneys, executors and the taxing authority among them.

Estates, executors and representatives, accountants, investors, financial planners and CPAs are among the clients we work with. See all our services for the full list of valuation services and property types we handle.