Financial Planning and Trust


As part of the transition into retirement, it’s important to organize the affairs of the estate, which includes knowing the value of your properties. A financial planning and trust appraisal can provide a benchmark of value for an asset or collection so that subsequent appraisals will illustrate growth (or decline) in value and act as a valuable tool in planning in advance for tax, distribution, or donation. Clayton County Home Appraiser will work to ease the stress of the process, answer any questions along the way and personally review the details of the report with you. Our primary goal is to provide you with a detailed and well-supported appraisal to meet IRS and state agency requirements.

Like other aspects of managing your assets, preparing an estate plan or trust is an essential part of your overall financial plan, starting with a financial planning and trust appraisal from Clayton County Home Appraiser. A well-formed strategy ensures that all decisions made pertaining to real estate are sound and satisfying. There are several reasons why a financial planning and trust appraisal could be necessary:

  • Estate/financial planning (laying the foundation for the future)
  • Settlement of an estate upon the death of the owner
  • Gift tax
  • Guardianship or conservatorship
  • Establishing a basis for capital gains
  • Secure appropriate insurance coverage
  • Develop tax strategies

At the center of each plan are real estate holdings, which are usually the client’s largest assets. Clayton County Home Appraiser is more than capable of determining appraisals for a single property or multiple appraisals for an entire portfolio, with a complete knowledge of all the required processes. We’ve provided appraisals for financial planners throughout all of Clayton County for a variety of trusts, estate purposes, tax planning, asset updates, and more.

Financial and trust planners are heavily relied upon by their clients to provide comprehensive, well-informed advice. Clayton County Home Appraiser has worked closely with a long list of reputable financial and trust planners over the years, assuring that all needed information is available to develop the best and most effective strategies for their clients. We stand out among other appraisal firms and have been a backbone in providing financial planning and trust appraisals in Clayton County.

Clayton County Home Appraiser has distinguished itself as one of Clayton County’s premier financial planning and trust appraisal providers.  We are acutely aware of the detail, skill, and attention required to properly assess these types of properties, ensuring complete discretion, sensitivity, and privacy of those residing in these homes. We provide a level of service and communication that is personal and unmatched.

Estate planners throughout Clayton County have come to rely on the professionalism and accuracy of Clayton County Home Appraiser to create the foundations of a solid financial plan for their clients. We welcome the opportunity to work with you as well.