The Go-To Company for Your Needs.
In today’s volatile economic climate, it is clearly a challenge for Estate Planners to reconcile multiple valuation approaches (insurance documents and fair market value appraisals) as well as to discern validity from among the value assignments for various types of property. Specifically, while clear comparables for property like real estate, or the easy liquidity of property like a stock portfolio make distribution relatively straightforward, various approaches on less clear-cut (but often equally significant) property like fine jewelry and fine art make real value far more difficult to define. In many cases, challenges like these have led to hours of additional work, and ultimately, to information that is confusing at best and at worst, inaccurate.
Years of experience have directed us to the development of a unique approach in dealing with professional estate planning issues. We deliver a single, accurate, cost-effective, multi-use document to address all of the following needs:
- • Federal Estate Tax Return
- • Equitable Distribution
- • Probate
- • Insurance (If using an Agreed-Value Policy)