Date of death valuations


Estate tax liability. Disposition of assets under a will or in probate. There are many situations -- none of them lacking stress and complexity -- where you might need an appraisal of property that states an opinion of what the property was worth on a date some time ago, rather than when the appraisal is ordered. For estate tax purposes or disposition of the assets of a decedent, a "date of death" valuation is often required. (Sometimes, the executor of the estate may choose to have the date be six months after the date of death -- but the same principles apply.)

You may also want to know about the value as of the current date and we can talk about that with you as well.  

Attorneys, accountants, executors and others rely on a "date of death" valuations that we can provide.   


Like an old dog we have been around for awhile just watching what is going on in the market.