Estate Appraising

matt-lamers-MQ9rDhuk1hM-unsplash.jpg

There is a wide variety of purposes for an estate appraisal.  Common situations where an estate appraisal is needed include:

  • The equitable distribution of assets after a loved-one’s passing

  • Creating a basis of value (tax basis), after a loved-one’s passing, which can be used in the future for potential capital gains tax calculations

  • The equitable distribution of assets after the dissolution of a marriage

Estate Appraisals provide the value of jewelry items in terms of Fair Market Value (FMV) or Market Value, depending on the purpose.

Book an appointment by calling 714.749.2343