Estate Appraisals: Settlement, Planning and Gift Tax

Who this is for

• Executors and trustees: settling an estate that includes real estate.
• Attorneys: advising on probate, trusts and estate matters.
• Families and owners: planning a gift, a trust or the transfer of property.

What the report covers

• Market value as of the date of death, or another effective date the assignment requires.
• Supportable values for estate plans, trusts and gift tax filings.

Property we appraise for estates

• Homes
• Rental and multi-family property
• Commercial property
• Farmland and acreages

Why the effective date matters

An appraisal is a written opinion of market value as of a specific date, the effective date. For an estate, that is usually the date of death, even when the appraisal is written months later. Our article What an appraisal is, and what it is not explains the difference.

Gonca's experience extends to probate work, where clear, reliable valuations matter most.