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In order to be able to deduct the donation of real estate, an appraisal may be required. Speak to your accountant for specifics, but often times a donor who claims a charitable deduction of $5,000 or more for a single item or for multiple similar items of personal or real property must obtain an appraisal from an independent party. The appraisal will be based on the date the property is donated. Commonly, these types of appraisals require a retrospective value, which means the appraiser will provide a value based on a date in the past (contribution date). Pilgrim Colonial has experience with these types of appraisals and can satisfy requirements needed in this process. Order an appraisal for charitable donations today .

Real estate is commonly the largest asset individuals hold. Getting your financial affairs in order as you approach retirement is highly recommended. You may already be retired and just need some guidance. Pilgrim Colonial understands what is required for your estate planner and we are ready to work for you. We work with planners so they can deliver accurate value and advice to their clients. Whether it be for estates, trust, tax planning or asset valuation, Pilgrim Colonial has the ability and the understanding of the process involved for your plan. Financial planners seek the advice of appraisers to deliver solid advice to their clients. Choose Pilgrim Colonial and order an appraisal today.