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Home Appraisals For

Estate Planning

I am well versed in the nuances and issues related to Estate Planning and Valuation. Among these are proper allocations of value between land and improvements, and the need for retrospective (pre-dated) valuations.

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Why Include a Home Appraiser in Estate Planning

Professional appraisals can offer protection against an IRS audit.

1.

An appraisal can provide 

benchmarks for future valuations.

2.

Appraisers can aid attorney's in maximizing tax benefits.

3.

Appraisal fees can be deductible expenses on estate tax returns.

4.

Hiring a home appraiser to help with estate planning and valuation is an important component of the process and can help it run much smoother. I am also quite comfortable conversing with CPA’s and Investment Counselors regarding the issues critical to specific property valuations. Working together we ensure your estate planning is done right and your property properly valued.

© 2018 Coast Residential Appraisal, All Rights Reserved

Phone:  949-285-7929 | Home appraisals in Orange County, LA & San Diego, CA

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