Financial Planning & Trusts


financial planning and trust appraiser

Financial Planning & Trusts

Financial and Estate Planners are often relied upon by their clients to provide sound, knowledgeable advice. Empire Appraisal Group, Inc., has worked closely with an extensive list of established Financial and Estate Planners over the years, assuring that all needed information is available to develop the best and most effective strategies for their clients.

 

At the center of each plan are real estate holdings, which are usually the client’s largest assets.  Empire Appraisal Group is 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 Estate Planners throughout all of South Florida for a variety of trusts, estate purposes, tax planning, asset updates, and more.

Empire Appraisal Group has distinguished itself as one of South Florida’s premier appraisal providers for estate and financial planning.  We are acutely aware of the detail, skill, and attention required to assess adequately these types of properties, ensuring complete discretion, sensitivity, and privacy of those residing in these homes.

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.  Empire Appraisal Group will answer any questions throughout the process as well as personally reviewing the details of the report with you.

Estate Planners throughout South Florida rely on the professionalism and accuracy of the Empire Appraisal Group to create the foundations of a solid financial plan for their clients.  We welcome the opportunity to work with you as well.

Call Empire Appraisal Group directly with any questions concerning your financial planning and trusts at 561-441-9298.  Check out our ‘Reviews’ page for the recommendation from our clients.