Financial Planning Appraisal
Replacement Value and Market Value appraisal reports.
Obtaining Replacement Coverage Appraisal
Certified reports that are accepted by courts and insurance companies.
The ValuePros National appraisal team independently and accurately produces both Replacement Value appraisal reports for risk management and Market Value appraisal reports for Estate Planning, Equitable Distribution, and tax impact.
Help Mitigate Risk
Asset Protection
An asset protection trust is designed to protect your money from creditors. You transfer ownership of cash or property to a trustee, who manages the cash and property for you. The idea behind the trust is that because the property is now owned by someone else, your creditors arguably can’t arrange to have those assets seized. Not all states allow protection trusts.
Date-of-Death Value for Equitable Distribution and Estate Taxes
Often wills call for beneficiaries to share assets equally. If is necessary to split the property equally among family members or beneficiaries, the independent appraisal report will present individual asset identification and value to make equitable decisions. Also, the taxing authority will require a qualified, disinterested appraiser to present the value of the assets to determine whether or not the estate will be subject to federal or state estate tax.
Charitable Donation
An increasing number of taxpayers are choosing to donate unwanted items to reduce their tax liability. It is often challenging to market, negotiate and sell assets into the secondary market, and the fees of third-party services, i.e. auctioneers, brokers, dealers, liquidators, can often wipe out a large portion of the sale amount. Donating to a worth charity that will benefit from the contribution while at the same time, reduce the effort of removing the items from your space, and reducing your taxes, is an option worth considering. ValuePros produces thousands of Charitable Donation Appraisal Reports for the IRS every year.
Certified Appraisal for all kinds of assets
Items we frequently appraise for financial planning purposes:
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Our accredited Appraisers meet you remotely or come to you. Your property always remains in your control.
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