At Thomas Bealle Associates, LLC, we offer a wide range of estate planning services. Our award-winning certified appraisers will work closely with you through the entire process to make sure you receive the best information and service possible.

Estate Planning

Who can benefit from estate appraisal services? Just about everyone! You may not realize it, but whatever you own is your estate. For most people, the real estate that they own is the largest portion of their estate. Estate valuation is a matter of determining the value and tax basis of this investment.

We’ll help you create a formal, official plan for your estate. As industry leaders in the region, we’ll also help you navigate everything from minimizing taxes to making important decisions about special circumstances.

Estate Appraisals

An appraisal is done in order to better plan for the future. It enables you to know the full value of your estate, and it creates an inventory of what you own.

Estate appraisals can simplify certain cases. For example, when items are to be divided equally among heirs, an appraisal of all the real estate owned makes it easier to accomplish an equitable distribution. Another example is establishing a basis, where valuing the real estate owned at a particular point in time provides a benchmark for future value comparisons.

We Work With Qualified Accountants

Estate valuation involves financial and legal considerations. We work closely with qualified accountants, including CPAs, to counsel you on the best course of action. Our accounting associates are up to date on the rules and regulations that affect estates.

Estate Valuation

Another important consideration is determining the value of assets for estate tax purposes. This is called estate valuation. We work with our colleagues to determine the tax implications of each decision, and we offer recommendations based on our findings and your goals.

Call (251) 441-7596 today to get started!