Estate × Estate Tax
Estate appraisal for estate tax.
We establish the fair market value for each item and perform additional market research for significant jewelry items.
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Estate
Estate Tax
Estate appraisal for estate tax
What we examine for your estate, and how we document it for estate tax.
Need an appraisal report for the IRS?
We establish the fair market value for each item and perform additional market research for significant jewelry items.
Appraisals list documented sales prices of comparable items (e.g. researched sales at auction). When appropriate, prices are supported by analysis of similarities and differences between the subject and comparable item(s).
Estate tax report for IRS requirements
We establish the fair market value for each item and perform additional market research for significant jewelry items.
Appraisals list documented sales prices of comparable items (e.g. researched auction sales). When appropriate, prices are supported by analysis of similarities and differences between the subject and the comparable item(s).
These details help the reader (e.g. IRS agent) understand the fair market value conclusion in the report.
Identify, sort and value documentation
Get a report documenting every item along with market research.
Useful for equitable distribution; often requires less detailed market research and takes less time.
Consultation option
Sometimes you don't need a printed report — just information to help with equitable distribution of estate assets.
We help identify, sort, and approximate value to give you clarity and confidence.
The appraisal report will include
Explanation of the definition of value.
Instructions for the appropriate use of the appraisal document.
The grading systems used.
CV & David Wolf, Retired MGA® GG, signature.
Protect what you value
with an independent appraisal.
For insurance, estates, heirlooms, and fine jewelry, we provide appraisals you can rely on.