Trust and Estate Valuation Services Brochure

The recent declines in the financial markets and in the overall economy present a dramatic shift from a period of historically high valuations to what could potentially be, at least temporarily, historical lows. As part of facing these financial challenges, individuals should evaluate different methods and strategies to protect their assets. This includes several critical tax and estate planning issues that have become time-sensitive in this uncertain economic environment.

Valuations can present unique and complex challenges during times of market volatility and economic uncertainty. This can be particularly difficult when valuing closely held businesses and family limited partnerships (FLPs), including both tangible and intangible assets.

Weaver provides guidance and support around some of the most challenging issues for individuals and businesses across the country. With an in-depth understanding of many complex industries, we offer expansive knowledge and skills across the spectrum of valuation needs as well as gift and estate tax considerations.