I have been an executor (of estates) four times. I remember each experience and how much an experienced, qualified appraiser was able to help me (with the last two). I provide professional personal property appraisal services for executors of estates, clients navigating tax reporting, estate administration, insurance matters, and complex financial decisions.
My practice focuses on delivering well-supported, defensible valuations that meet IRS, court, and insurance industry standards. Assignments are structured with clearly defined intended use and prepared in compliance with USPAP requirements.
I regularly work with:
- Estate and probate attorneys
- Tax attorneys and CPAs
- Financial advisors and wealth managers
- Insurance professionals
- Services include:
- Federal estate and gift tax appraisals (Forms 706 & 709)
- Non-cash charitable contribution appraisals
- Estate and family division valuations
- Insurance coverage and claims appraisals
- Damage, loss, and dispute-related valuations
My role is to provide clarity, documentation, and defensible value conclusions that support both clients and their advisors.
If you are an attorney or financial professional seeking a reliable valuation resource for your clients, I welcome the opportunity to connect.
Our firm was built on the belief that accurate, well-supported valuations play a critical role in important financial and legal decisions.
Over the years, my team and I have assisted thousands of professionals, museums, collectors, fiduciaries, and families in determining the value of personal property — from fine art and antiques to significant collections and complete estates.
In addition to professional experience, I bring a personal perspective to estate work. Having served as executor on four separate occasions, I understand firsthand the responsibility, complexity, and emotional weight involved in administering an estate. That experience informs the way we approach estate and fiduciary assignments — with clarity, efficiency, and respect for both the legal process and the family involved.
Today, our practice focuses on providing objective, defensible personal property valuations that support attorneys, financial advisors, and their clients in matters requiring valuations.