Why Appraisal for Portfolio Evaluation Is Essential for Estate Planning
July 9, 2023
Estate planning is an important part of ensuring one's financial future and the protection of their assets. To properly plan for your family's future, it is essential to have an accurate appraisal of your portfolio. A portfolio evaluation appraisal can provide a detailed assessment of all investments, assets, and debts associated with an estate. It also provides the opportunity to prioritize and make necessary changes that will benefit an estate in the long run. In this article, we'll discuss why appraisal for portfolio evaluation is essential for estate planning, including what a portfolio appraisal is, what documents are used, and how to know when to have an appraisal done.