Free Resource for Estate Professionals

Five Things Every Advisor Should Know About Estate Tax Appraisals

When a client passes away, wealth managers, attorneys, and trustees are often the ones families rely on first.
And while financial structure may already be in place, artwork, collections, and personal property can create unexpected complexity — especially when the estate meets IRS reporting thresholds.

This short guide outlines the five core insights that make estate settlement smoother, help families feel more supported, and protect reporting timelines and compliance requirements.

Inside you’ll learn:

• How to help families prepare before a death

• Why appraisal timing matters more than most people think

• How to reduce emotional strain during on-site inspection

• What qualifies an appraiser under IRS rules

• What actually must be valued (spoiler: more than fine art)

Larissa Wild, ISA CAPP

Rocky Mountain Art Appraisal Group
Colorado-based with national capability
USPAP-compliant Appraiser of Personal Property
Certified Member of the International Society of Appraisers