Estate Settlement Appraisals in NY by Holt Associates

Settling an estate is often stressful, but a very important job. As an executor you have been entrusted to carry out the wishes of the deceased as quickly and exactly as possible. You can count on us to act quickly and with as much sensitivity to the feelings of everyone in bereavement.

We've shown that we're experts in producing top-notch appraisals that lawyers and accountants have come to rely on. There are required needs for everyone; we are sympathetic to these requirements and are familiar to working with all parties involved. Among our staff, we are accustomed to interacting with legal agencies in supplying reports that surpass their needs.

Contact us as soon as possible to discuss your specific estate appraisal essentials and how we can put our business acumen to work for you.

Settling an estate generally requires an appraisal to determine fair market value for the estate involved. It's understandable that thinking about an appraisal is the farthest thought from your mind. So, it's possible the date an appraisal report is needed will deviate the date of death. Holt Associates assures that our staff are knowledgeable about the procedures and requirements requested by the IRS and NY revenue agencies to provide a retroactive appraisal with an effective date and fair market value estimate matching the date your loved one passed away. The ethical obligations listed within the Uniform Standards of Professional Appraisal Practice (USPAP) attunes our staff to confidentiality, providing the highest degree of privacy for you and your family.

Most people don't realize that the IRS requires documents filed to express the numbers involved in estate sales.

An accurate report showing the appraiser's opinion of value is necessary to back the methods the appraiser used to come to his conclusions. This sort of report will clearly demonstrate your claim that the numbers expressed within the report are well-founded and accurate.

Having a professional appraisal from Holt Associates gives the executor undeniable facts and figures to work with in meeting IRS and NY state agency requirements. It assures peace of mind to everyone concerned because we assure you that we will stand behind the report if it is ever challenged.

One of the most necessary requirements in an appraisal report is an appraiser-supported opinion of value in a comprehensive explanation as to how the appraiser came to his conclusion.