Estate and Inheritance Planning

An appraisal is a professional assessment of the value of a property, asset, or item. In the context of estate tax, a qualified appraisal for estate tax purposes is conducted to determine the fair market value of the assets owned by the deceased individual. This value is crucial in calculating the estate tax liability.

We help executors distribute assets fairly and transparently, giving beneficiaries confidence in the estate’s value while simplifying the legal process for inheritance and estate tax purposes.