Appraisals for Estate and Financial Planners
Financial Planning & Trusts – Appraisal Services
One of the largest assets client’ often hold as part of their entire portfolio is property. Real estate holdings need to be properly valued when creating an estate plan or putting together a family trust. Quiggins Appraisal Services are the areas go to professionals whether a single home or multiple properties need to be appraised for a client’s portfolio. We understand the process and work with estate and financial planners throughout the Louisville, KY area to provide clients with the results the deserve.
It isn’t enough for either financial planners or estate planners to rely solely on the information provided by their clients. We recognize there can be discrepancies between how a client values their estate vs reality. We provide an unbiased, third party review of your client’s estate to ensure the most strategic plan is put into place. Our professionals are aware of the details, skills, and attention that is necessary to properly value real estate and property alike. We assure discretion and are sensitive to the needs and privacy. Our services are used for creating a variety of trusts, in estate purposes, tax planning, asset update purposes, and more.
The Importance of Getting Your Affairs in Order
Not only do we work directly with estate and financial planners, Quiggins Appraisal Services often works directly with seniors who are looking to get their affairs and estate in order as they transition into retirement. When it is time to relax and start to focus on your second half it is important to go into it knowing your true value, which includes the value of real estate, property, and your personal estate.
You never need to feel a bit of anxiety throughout the process. We will fully explain the entire appraisal process up front. When we are finished, we will provide and personally review with you our appraisal and will answer any question you have.
Appraisal Services for Seniors, Estate, and Financial Planners Alike
Our appraisal services have helped seniors, estate, and financial planners alike for over 20+ years. When you need to create the foundation of a comprehensive financial plan or family trust the team of professionals at Quiggins Appraisal Services will be there for you. Our team is led by Andrew Quiggins who offers 20+ years of experience, spanning over 15,000 appraisals to clients throughout Louisville, Kentucky and the surrounding area.