Sonoma, CA 95476-4256
Mon- Friday 9:00am-6:00pm
There are several reasons to have your estate appraised.
Over your lifetime, you will gather items of value. Fine art, rare books and antique furniture are just a few examples of personal property that can have significant monetary value. When you are planning your estate, you need to know what those items are worth. That is how you will ensure that your heirs are prepared for any estate taxes, and it will help you distribute the valuables among your heirs.
If you are considering selling property or buying new pieces, then you will want antique art or prized collection appraisals to ensure that you are asking or paying the right price. It’s important to know what the fair market value is of any given piece, so you can make an educated decision regarding buying or selling the item.
Having a quality and accurate appraisal on all of your valuable personal property will help you make wise decisions regarding your future. You can plan your estate to benefit your heirs or your favorite charity. The documents provided by our experienced team are accurate, incredibly detailed and admissible in probate and other courts. Use our reports to set insurance levels, craft your will or liquidate your belongings to make other investments. It will help you avoid problems with the IRS and make life easier on your heirs when the time comes.
“I have been working with Eileen Coccia for nearly 20 years. She has done numerous appraisals for both me and my clients. As a CPA, I occasionally have the need for an appraiser to value assets in an estate. I have found Eileen to be fair, honest, very knowledgeable and diligent in her work. Eileen is my ‘go to’ appraiser. By referring her to my clients, which I have done on numerous occasions, I not only put her reputation on the line, I also put my reputation on the line.” W. Jeff Spencer, CPA