Financial Planning and Trust Appraisal
Like other aspects of managing your assets, preparing an estate plan or trust is an essential part of your overall financial plan, starting with an appraisal from DeKalb County Home Appraiser. Financial and estate planners are heavily relied upon by their clients to provide comprehensive, well-informed advice. A well-formed strategy ensures that all decisions made pertaining to real estate are sound and satisfying. There are several reasons why an estate or trust appraisal from DeKalb County Home Appraiser could be necessary:
- Estate/financial planning (laying the foundation for the future)
- Settlement of an estate upon the death of the owner
- Gift tax
- Guardianship or conservatorship
- Establishing a basis for capital gains
- Secure appropriate insurance coverage
- Develop tax strategies
Real estate holdings are usually a client’s largest assets, so knowing the value of the properties is the key to a solid financial plan. This also applies to organizing affairs when creating a retirement plan. DeKalb County Home Appraiser is a distinguished appraisal firm with nearly two decades of experience with determining the valuations for both single or multiple properties for an entire portfolio. We have provided appraisals for financial and estate planners throughout all of DeKalb County for a variety of trusts, estate purposes, tax planning, asset updates, and more.
DeKalb County Home Appraiser provides a comprehensive and hassle-free procedure and will always explain up front the appraisal process and answer any questions once the process is complete. We stand out among other firms and have been a backbone in providing appraisals in DeKalb County. We have the experience and qualifications to meet all of your appraisal needs.