Trusts and financial planning

Estate planning helps ensure a smooth and orderly transition of wealth to the beneficiaries after the owner dies. A benefit of a trust is that your loved ones will not have to endure the frustrating and expensive probate process after you pass away. Assets secured in a trust pass to the beneficiary and avoid a drawn out probate, as opposed to a simple will.

Financial and estate planners are engaged to provide sound, well-informed advice, including setting up trusts. An appraisal is an important part of setting up a trust. Our firm has worked closely with a long list of Bay Area Financial & Estate Planners over the years to assure they have the information needed to develop the best and most effective strategies for their clients.

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.

Trust and Estate appraisals must meet stringent legal standards, including compliance with the laws of California, the IRS, US Treasury Department Standards, and with the USPAP (Uniform Standards of Professional Appraisal Practice) required since July 30, 2018. The ethics provision of the USPAP binds us with confidentiality.

Over the years the SF Bay Appraisal has distinguished itself as one of the East Bay’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.

Phone: (925) 228-7108 E-mail: mario@sfbayapp.com