Financial Planning & Trusts

Appraisals for Trust Purposes. Many properties today are held in trusts for various reasons. A trust is a legal arrangement that allows a third party to hold assets on behalf of a beneficiary or multiple beneficiaries. Trusts often require real estate appraisals to establish the “tax basis” of the property. In these instances it is important that the appraiser understand the IRS definition of value and IRS rules regarding real estate appraisals. I have done many of these types of appraisals and understand my obligations as an appraiser in completing these types of assignments.

Financial and Estate Planners are often relied upon by their clients to provide sound, well-informed advice. Carbonell Appraisal has worked closely with a long list of Financial & Estate Planners over the years to assure they have the information needed to develop the best and most effective strategies for their clients.

Real estate holdings are often at the center of the plan as they’re usually the client’s largest assets. Whether you need an appraisal for a single property or multiple appraisals for an entire portfolio we understand the process involved. We’ve provided appraisals for Estate Planners throughout the Traverse City for a variety of trusts, estate purposes, tax planning, asset update purposes, and more.

Over the years Carbonell Appraisal has distinguished itself as one of the Traverse City’s premier providers of appraisals for estate and financial planners and we’re acutely aware of the detail, skill and attention necessary to properly value these type of properties. We also assure complete discretion and are sensitive to the needs and privacy of those who reside in these homes.

If you’re a senior, it’s also important that you get your affairs and estate in order as you transition into your retirement years which include knowing the value of your properties. There’s no reason to feel overwhelmed during this process as we’ll fully explain the appraisal process up front and when the report is finished we’ll personally go over the report with you to answer any questions you might have.

Estate Planners throughout the Grand Traverse Area have come to rely on our appraisal services to create the foundations of a sound financial plan for their clients and we welcome the opportunity of working with you as well.

Give us a call today with any questions you might have and also check out our ‘Praise’ page and see what others are saying about Juan Carbonell and Carbonell Appraisal.