Taggart and Associates, Inc. understands the special needs of estate executors

Estate settlement is an important and sometimes stressful 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 respect to the feelings of everyone involved.

Attorneys and accountants depend on our understanding when calculating real estate values for estates, divorces, or other disputes requiring a value being placed on real property. There are specific needs for everyone; we are sympathetic to these needs and are acclimated to working with all parties involved. Because of our familiarity in dealing with attorneys and accountants and different agencies, we compose appraisal reports that definitely meet all expectations.

Contact us promptly to discuss your explicit estate appraisal essentials and how we can put our experience to work for you.

Settling an estate generally requires an appraisal to acquire fair market value for the real estate. We know that when you lose a loved one, acquiring an appraisal report is the furthest thought from your mind. So, it's possible the date an appraisal is needed will deviate the date of death. Taggart and Associates, Inc. assures that our staff are comfortable with the procedures and requirements requested by revenue services to supply a retroactive appraisal with an effective date and fair market value estimate matching the date your loved one passed away. The ethics provision explained within the Uniform Standards of Professional Appraisal Practice (USPAP) keeps our staff to confidentiality, ensuring the strongest degree of privacy for all parties involved.The necessity of having an appraisal when working with revenue services to show value or income when filing documents is sometimes overlooked. Opinions of value displayed in documents filed with the revenue authorities definitely should be supported by an appraisal report from a certified appraiser. A report of this caliber will substantiate your claim that the numbers within the report are well-founded and accurate.

An executor will be satisfied by an appraisal report by Taggart and Associates, Inc. which will give him undeniable facts and numbers to cooperate with any legal agency's requirements.

Retrospective Date of Death Valuations
Estate tax liability. Disposition of assets under a will or in probate. There are many situations -- none of them lacking stress and complexity -- where you might need an appraisal of property that states an opinion of what the property was worth on a date some time ago, rather than when the appraisal is ordered. For estate tax purposes or disposition of the assets of a decedent, a "date of death" valuation is often required. Attorneys, accountants, executors and others rely on Taggart and Associates, Inc. for "date of death" valuations because such appraisals require special expertise and training. They require a firm that's been in the area for some time and can effectively research comparable contemporaneous sales.

Understanding date-of-death / retrospective valuations.

One of the most essential requirements in an appraisal is a market-supported opinion of value with a comprehensive explanation as to how the appraiser came to that conclusion.