Financial Planning & Trusts
Estate Planners and financial advisors often advise their clients regarding financial plans and provide well-informed counsel pertaining to trusts and wills. True Value Appraisal, Inc. (TVA) works closely with many Financial Advisors & Estate Planners and have for many years provided these advisors with the valuable information necessary to develop effective strategies for clients in regards to their property values.
Real property holdings are often the center of any estate plan, as these are most often the largest of the client’s assets. Whether it is necessary to obtain a single property appraisal, such as that for the family home, or multiple appraisals that may include investment and commercial holdings that are a portion of a large portfolio, we know what is involved. We have been providing appraisals to Estate Planners within Inland Empire as part of the information necessary to complete various trusts, tax and estate plans, as well as asset updates or other purposes for nearly 20 years.
True Value Appraisal, Inc. is renowned as a distinguished provider of premier appraisal for Inland Empire. Their financial planners depend on TVA’s “Opinions of Value” when it comes to property assessments. We are keenly aware of the requirements and attention to detail necessary to complete the appraisal process. Complete discretion and privacy is assured when you utilize the TVA team. We proudly adhere to the ethical standards and guidelines contained within the Uniform Standards of Professional Appraisal Practice (USPAP).
Estate and Retirement Planning
As we head into our senior years and begin the transition toward retirement, it is important to not only plan our retirement, but also to look at what type of inheritance we will leave our beneficiaries. Knowing the value of our assets and properties is crucial to adequate planning. There is simply no reason for you to feel stressed regarding this natural process. Estate planning with the right information and property values is much simpler. We will explain the entire evaluation process to you prior to the assessment, and then, personally review our report with you face-to-face to clear up any remaining questions you may have.
Estate Planners within Inland Empire have confidence in the appraisal services we provide to create a basis for a solid financial plan that concerns their clients. We always welcome an opportunity to work with you also.
Give the TVA team of professional appraisal expert a call when you have questions regarding your property values. You may also start the appraisal process online.
True Value Appraisal, Inc. “Our Name Says It All!”