Sep 16, 2025 | Estate Planning, Gift & Estate Tax Valuation, Gift and Estate Tax
An estate tax valuation determines the fair market value of assets within an estate. While it is often used after someone passes away, estate valuations can serve many purposes. They are typically helpful for gifting, estate planning, or preparing for future tax...
Aug 21, 2025 | Estate Planning, Gift & Estate Tax Valuation, Gift and Estate Tax
Understanding gift and estate business valuations helps business owners plan for the future. Whether you are passing a company to family or preparing for unexpected events, knowing the business’s worth is essential. A business valuation supports long-term goals and...
Aug 15, 2025 | Estate Planning, Gift & Estate Tax Valuation, Gift and Estate Tax
Administering an estate involves a series of critical legal and financial responsibilities, many of which have deadlines. One of the most important steps in estate planning is to obtain an estate tax valuation. This is especially important in estates with considerable...
