Why do you need to know what you own and the value?

• Estate Planning

• Wealth Management

• Insurance Coverage or claims

• Non-cash Charitable Donations

• Pre-nuptial agreements/Divorce Settlement

• Equitable Distribution of your legacy

• General Knowledge

Why use a professional appraiser?

• Manage Financial Risk

• Professional and Ethical

• Accurate

• USPAP Trained and Tested

• Creditable to IRS, and insurance industry, moving and storage companies, museums, galleries

• Reports are Court Defensible

Our services

Estate Tax, Equitable Distribution, and Probate

During probate of an estate, a judge or CPA may need to verify that personal property values meet IRS guidelines or calculating estate taxes. Considering a gift to children, grandchildren, or other family members? An appraisal will provide a valuation of items for equitable distribution.

Insurance Coverage and Claims

Special investments in art, antiques, jewelry or collections may need additional insurance coverage. An appraisal will itemize personal property for obtaining insurance. If loss or damage has occurred, we can provide valuation for filing an insurance claim.

Charitable Donations

The IRS has specific regulations about making donation to non-profits, educational institutions, human service programs etc. We can assist with determining values and, if needed, providing IRS Tax form 8283 for tax purposes. For more information, contact your CPA or visit www.IRS.gov publication 561.

Downsizing/Disposition

When you move, you may decide you no longer want or need certain items in your new home. Whimsey has extensive experience and knowledge about selling art, antiques, collectibles, and a wide variety of personal property. We provide consultation and referrals about all methods of disposition.

Estate Planning/Wealth Management

Regardless of income, you've accumulated personal property and may continue to do so, even unintentionally. How will the executor of your estate know what your wishes are for example Grandfathers watch or other special items or collections. A written appraisal provides appropriate information to assist in itemizing personal property for will and trust planning.

Verbal Opinions of Value

Consists of on-site examination of items and information on the range of values based on the appraiser's experience and knowledge. We also provide consultations and referral regarding all methods of disposition. No research is possible for this type of appraisal.

W.K.

"...our thanks for your professional approach in developing the Opinion of Value of the contents in our household, and your prompt handling of the task is also appreciated."

J.N.

"Thank you for the expert valuation of our antique items; we appreciate you and your information on how and where to sell, etc. We look forward to having you again, if you're agreeable to it."

Happy clients

TESTIMONIALS

D.D.

"Your time here (at my home) was well spent as I now have an idea of the worth of my items. Thanks for a job well done and I enjoyed meeting you."

Have any questions?

If you have any questions about the appraisal process or want to schedule an appraisal, please contact us.