Financial Planning & Trust

Since 2001

Appraisal for financial planning

There are several reasons why a financial planning or trust appraisal could be necessary:

• Estate/financial planning (laying the foundation for the future)
• Settlement of an estate upon the death of the owner
• Gift tax
• Guardianship or conservatorship
• Establishing a basis for capital gains
• Secure appropriate insurance coverage
• Develop tax strategies

Real estate holdings are usually a client’s largest assets so knowing the value of the properties is the key to a solid financial plan.  This also applies to organizing affairs when creating a retirement plan. Cobb County Home Appraiser is a distinguished appraisal firm that is more than capable of determining appraisals for a single property or multiple appraisals for an entire portfolio, with a complete knowledge of all the required processes. We have provided appraisals for financial and trust planners throughout all of Cobb County and its surrounding areas for a variety of trusts, estate purposes, tax planning, asset updates, and more.

Appraisals done for financial planning and trusts require a lot of focus, attention and expertise and extensive knowledge of the local area. Cobb County Home Appraiser has worked closely with several financial and trust planners as they develop the most effective and advantageous strategies for their clients. Always enlist the services of a professional real estate appraiser like Cobb County Home Appraiser to estimate the fair market value of your properties. Our reports conform to the USPAP guidelines and all federal regulations and standards.

Cobb County Home Appraiser provides a comprehensive and hassle-free approach and will always explain the appraisal process upfront and answer any questions once the process is complete. We stand out among other firms and have been a backbone in providing appraisals in Cobb County for over a decade. We welcome the opportunity to work with you.