Estate Planning & Step-Up Basis Valuation

Minimize capital gains taxes on inherited property

Estate planning and step-up basis valuations establish the fair market value of inherited real estate as of the date of death, creating the new tax basis for beneficiaries. This critical documentation can save heirs thousands in capital gains taxes when they eventually sell the property.

Our USPAP-compliant, IRS-accepted reports provide the detailed historical analysis and market data needed to support stepped-up basis claims and minimize future tax liability for your heirs.

Protect Your Heirs from Excess Taxes

Contact us today for estate planning and step-up basis valuations. IRS-compliant reports that minimize capital gains liability.

What is a step-up basis valuation?

It establishes the fair market value of inherited property as of the date of death, which becomes the new tax basis for beneficiaries.

Why is this important for estate planning?

Proper step-up basis documentation can save heirs thousands in capital gains taxes when they eventually sell the property.

When should I get this appraisal?

Ideally within 6-12 months of the inheritance, while market data from the date of death is still fresh.

Is this the same as an estate tax appraisal?

Similar, but step-up basis focuses on the beneficiary's new tax basis rather than estate tax liability.

Typical cost?

$650–$1,500.