The Costanzo Appraisal Group, Inc.
PO Box 298 Chagrin Falls, OH 44022-0298
Ohio Estate Planning Appraiser
Estate Planning Appraiser Serving Ohio
Estate Planning avoids future Interstate legal situations
We work with Individuals, Families, Law Firms & CPA's
An Estate Planning Appraiser in Ohio Serving Law Firms & CPA's.
We work with Attorneys and CPA's by providing specific real estate appraisals to assist in Estate Planning in the state of Ohio
American Society of Appraisers Guidelines on Estate Planning Appraisals.
The Costanzo Appraisal Group is an active member of the ASA.
The importance of an Estate Planning Appraiser Assisting Attorneys and Certified Public Accounts.
- Appraisals of privately held business interests (stock, partnership units, etc.) are required by IRS regulations to support values claimed on estate or gift tax returns.
- A professional appraisal provides the client some insurance against an IRS audit and professional support in case of audit.
- The costs of appraisals are deductible expenses on estate tax returns and sometimes in estate planning (e.g., family limited partnerships).
- Have a full appraisal report done on the most important pieces in your collection. An accredited appraiser can help determine which pieces require a full report. He or she can also help catalog and identify the rest of the collection.
- Often the appraiser can assist an attorney in structuring an estate plan that will maximize the tax benefits for the client by providing the attorney with strictly a “value” point of view.
- The appraisal can provide a benchmark of value for an asset or collection so that subsequent appraisals will illustrate the growth (or decline) in value.
The above content is an excerpt from the ASA Website. Credit - http://www.appraisers.org
American Society of Appraisers (2019). "Why get appraisals in connection with estate planning?". Reston, VA,
American Society of Appraisers
Residential Real Estate Appraisal Ohio Service Area by City:
Cleveland, Akron, Euclid, Willoughby, Cuyahoga Falls, Hudson, Kent, Strongsville, Eastlake, Northfield, Chagrin Falls, Macedonia, Mentor, Tallmadge, Chardon, Perry, North Royalton, Beachwood, Newbury, Ravenna, Rocky River, Brecksville, Bedford, Twinsburg, North Olmsted, Bay Village, Chesterland, Olmsted Falls, Hinckley, Maple Heights, Gates Mills, Wickliffe, Rootstown, Richfield, Aurora, Solon, Lakewood, Brunswick, Painesville, Broadview Heights, Madison, Streetsboro, Westlake, Berea, Brook Park, Independence, Stow, Bath, & Middlefield.
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The Costanzo Appraisal Group, Inc.
Copyright 2019 The Costanzo Appraisal Group, Inc.