Financial Planning and Trust Appraisals

There are several reasons why a financial planning or trust appraisal 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. The Pre-Listing Home Appraiser is a distinguished appraisal firm that is experienced in determining appraisals for both single properties and multiple properties in a portfolio, with a complete knowledge of all the required processes. We have provided appraisals for financial and trust planners throughout all of metro Atlanta for a variety of trusts, estate purposes, tax planning, asset updates, and more.

Appraisals done for financial planning and trusts require a lot of attention and extensive knowledge of the local area. The Pre-Listing Home Appraiser has worked closely with several financial and trust planners as they develop the most effective and advantageous strategies for their clients. Always enlist the services of a professional real estate appraiser like The Pre-Listing Home Appraiser to estimate the fair market value of your properties.

The Pre-Listing Home Appraiser provides a comprehensive and hassle-free approach to financial planning. We are happy to explain the appraisal process upfront and answer any questions once the process is complete. We stand out among other firms and have been a backbone in providing appraisals in Atlanta for nearly two decades. We welcome the opportunity to work with you.