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Financial Planning and Trusts

We work with a variety of financial and estate planners to value real estate holdings of all types and for a broad range of reasons. Our experience includes valuations for tax planning, estate, date of death, retrospective, asset update and portfolio consulting. If you bring us something we cannot handle ourselves, we have a network of appraisers that can value just about anything. We provide accurate and well documented valuations that are statutorily compliant for your planning needs.