Revaluing Family Treasures for the Taxman

Posted by on Feb 11, 2016 in Blog Posts | No Comments

A key point to bear in mind when reading the following article:  When it comes to the valuation of an estate—real property, assets and collectibles—the official date of valuation is the date of the decedent’s death.*  To clarify, if Mrs. Wallace (the surviving spouse) passes away on June 1, 2013, all property in the estate, including […]