Financial Planning and Trust Appraisal


Appraisals done for financial planning and trusts require a lot of focus, attention, and expertise. South Fulton County Property 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 South Fulton County Property Appraiser to estimate the fair market value of your properties. The appraisal should be in the form of a well-supported, professional appraisal report. State and federal laws require that the appraiser and the appraisal process be independent from any influence, coercion, or undue pressure. This allows the appraiser to remain an independent third party.

Preparing an estate plan or trust is an essential part of your overall financial plan, starting with an appraisal from South Fulton County Property Appraiser. There are several reasons why a financial planning and 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

To plan properly for retirement, you need to know the value of your portfolio. Real estate often represents a client’s largest assets. No matter the size of your portfolio, a financial planning and trust appraisal from South Fulton County Property Appraiser will help you feel confident about your choices and your future.

Why South Fulton County Property Appraiser?

Find out how profitable your investments can be with accurate and timely financial planning and trust appraisals offered by South Fulton County Property Appraiser. We stand out among other firms and have been a backbone in providing appraisals in South Fulton County and the surrounding areas. Call us directly with any questions concerning your financial planning and trusts at (404) 907-1846. We have the experience and qualifications to meet all of your appraisal needs.