Financial Planning & Trust Appraisals

Appraisals performed for financial planning and trusts require a lot of focus, attention, and expertise. Dunwoody Home Appraiser has worked closely with several financial and trust planners as they develop the most effective and advantageous strategies for their clients. It is important to always enlist the services of a professional real estate appraiser like Dunwoody Home Appraiser to estimate the fair market value of your properties. The financial planning and trust appraisal should be in the form of a well-supported and professional appraisal report. State and federal laws require that the appraiser and the appraisal process be independent from any influence, coercion, or undue pressure. This allows the appraiser to remain an independent third party.

Preparing an estate plan or trust is an essential part of your overall financial plan, starting with an appraisal from Dunwoody Home Appraiser. There are several reasons why a financial and 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

To plan properly for retirement, you need to know the value of your portfolio. Real estate often represent a client’s largest assets. No matter the size of your portfolio, a financial planning and trust appraisal from Dunwoody Home Appraiser can help you feel confident about your choices and your future.

Find out how profitable your investments can be with accurate and timely financial planning and trust appraisal offered by Dunwoody Home Appraiser. We stand out among other firms and have been a backbone in providing appraisals for the Dunwoody community since 2001.