Estate Planning & Valuation Services
Real estate often represents a significant portion of an individual or family's assets. Reliable real property valuations can provide important information for estate planning, trust administration, asset distribution, tax-related matters, and other estate-related decisions.
Our firm provides independent appraisal and valuation services for a broad range of real property, allowing clients and their professional advisors to address diverse real estate holdings through a single appraisal firm.
Property types include:
Single-family residences and condominiums
Multifamily properties of five units or greater
Apartment complexes
Commercial properties, including office, retail, and mixed-use
Industrial properties, including warehouse, manufacturing, and flex space
Vacant land and specialized property types
Estate Planning
Real property valuations can be an important component of the estate-planning process. Our firm works with property owners and their professional advisors to provide independent opinions of value for real estate assets being considered in connection with estate planning, trusts, asset allocation, and related financial and legal planning.
Each assignment is developed according to its specific intended use, effective date, property type, and relevant market conditions.
Estate & Trust Valuations
Estates and trusts may include a single residence or a diverse portfolio of real property. Our appraisal services can assist with the valuation of residential, multifamily, commercial, industrial, and land assets for estate administration, trust matters, allocation among beneficiaries, proposed buyouts, and other valuation needs.
Where a historical valuation is required, our firm can develop a retrospective appraisal reflecting the property and market conditions applicable to the specified effective date.