Home Appraisal and Estate Planning
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Home Appraisal and Estate Planning
First, to put your mind and wallet at ease, the costs of appraisals are deductible expenses on estate tax returns and sometimes in estate planning, as well. Secondly, often the appraiser can assist your attorney in actually structuring your estate plan so that it will maximize your tax benefits by providing a strictly “value” point of view.
The appraisal that we do for you has another long-term benefit, as well. It will provide a benchmark for the value of your real estate so that subsequent appraisals will illustrate the movement in value.
What Exactly Is an Estate Plan?
An appraisal is an important document to have. Here are a few of the reasons you might want or need one.
• Estate Planning
• Sale to a relative
• Sale to a non-relative
• Dividing your estate among your heirs/beneficiaries
• Prior to listing your house for sale
• Partial interest, typically for income property
• Gifts and gift trusts
• Federal or state tax returns
• Determining the basis for capital gains tax
Aside from you, the people who will want this appraisal are attorneys, accountants and enrolled agents, trustees, executors and administrators. Have one done, get the copies made, and you’re ready for all requests.
Bernhardt Appraisal will simplify the appraisal process for you. Our number one concern is getting the job done right, and making it as easy for you as possible. To read more about estate planning, please just click here Estate Planning.
Why get appraisals in connection with estate planning?
A professional appraisal provides the client some insurance against an IRS audit and professional support in case of an audit.
Home Appraisal and Estate Planning…Home Appraisal and Estate Planning
The costs of appraisals are deductible expenses on estate tax returns and sometimes in estate planning (e.g., family limited partnerships).
Have a full appraisal report done on the most important pieces in your collection. An accredited appraiser can help determine which pieces require a full report. He or she can also help catalog and identify the rest of the collection.
Often the appraiser can assist an attorney in structuring an estate plan that will maximize the tax benefits for the client by providing the attorney with strictly a “value” point of view.
The appraisal can provide a benchmark of value for an asset or collection so that subsequent appraisals will illustrate the growth (or decline) in value.
Please let us make the appraising process easier for you?
The appraisal process can be confusing. Nathan says his job is to connect with you and simplify the process for you. Bernhardt Appraisals number one job as a real estate appraiser is to be credible.
What Exactly Is an Estate Plan?
Divorce Resources in Portland, Oregon
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How can I help with your real estate appraisal?
Divorce Resources in Portland, Oregon
Contact Us
Start the conversation…
How can I help with your real estate appraisal?
The appraisal process can be confusing and difficult at the time of Estate Planning. Nathan says his job is to connect with you and simplify the process for you. At Bernhardt Appraisal, the number one job as a real estate appraiser is to be credible.
We have collected some videos that you may find helpful during this time.
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Bernhardt Appraisal is proud to be associated with these reputable institutions.
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