Estate SettlementEstate settlement is often stressful, but a very important job. As an executor you have been entrusted to carry out the wishes of the departed as promptly and respectfully as possible. You can count on us to act quickly and with as much sympathy to the feelings of everyone in bereavement. We've made a name for ourselves in providing the best appraisals that lawyers and accountants have come to depend on. We realize their needs and are familiar with working with all parties involved. We assemble appraisal reports that out-strip the obligations of the courts and other agencies.
Usually, settling an estate necessitates an clear appraisal report to acquire fair market value for the property to the satisfaction of the parties involved. It's understandable that thinking about getting an appraisal is the farthest thought from your mind. Because of this, often there are times that the date of an appraisal report deviates from the date of your loss. Sue is knowledgeable about the procedures and requirements needed by the IRS and CA revenue agencies to perform a retroactive appraisal with an effective date and fair market value estimate matching the exact date you suffered the loss of your loved one. The ethics provision stated within the Uniform Standards of Professional Appraisal Practice (USPAP) keeps our company to confidentiality, providing the strongest degree of discretion for you and your loved ones. Often, people do not fully fathom the need to have a complete appraisal report prepared in support of the numbers being used in general documents filed with the IRS. An accurate report showing the appraiser's opinion of value is required to support the methods the appraiser used to come to his conclusions. This sort of report will definitely substantiate your claim that the numbers provided within the report are well-founded and accurate. Sue Sauer ensures an accurate appraisal report, which will give an executor definite facts and figures that will meet IRS and revenue agency requirements. It assures peace of mind to everyone concerned because we are there to stand behind the appraisal if it is ever challenged. |
