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Date of Death Valuations

When someone passes away, their estate is often required to file a tax return that includes the fair market value of their assets. A date-of-death valuation is an appraisal that determines the value of those assets as of the date of the individual's death. This type of valuation is important for tax purposes, as it can help to minimize the amount of estate taxes that may be owed.

We offer date-of-death valuations that are accurate, timely, and compliant with all relevant regulations.  We will work with you to understand your unique situation and provide a detailed report that outlines the value of the decedent's assets.

Contact us today to learn more about our date-of-death valuation services and how we can assist you with your estate planning needs.  

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