Estate Planning Appraisals

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Many clients will retain Sammartino, Stout & Lo Presti, Inc. for estate related appraisal services. Oftentimes, a real estate appraisal for estate tax purposes is needed following the passing of a family member. The value date is typically the date of death, which may be several months (or years) in the past. The retrospective nature of these assignments creates additional challenges, but we maintain an internal database with thousands of entries spanning over 3 decades; the system is maintained by internal staff to ensure its integrity. Our ability to meticulously track market data over time allows us to accept real estate appraisal assignments with past value dates throughout western Pennsylvania. In other cases, a real estate appraisal is needed for long-term estate planning purposes.

 Featured Appraiser: Robert G. Stout, Jr., MAI