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 Estate Valuation Services |
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Description
For clients who suffer the loss of a family member and/or other benefactor, Legg Mason's Estate Valuation Review will help ensure that the estate is valued thoroughly and correctly in accordance with IRS regulations. Your Legg Mason Financial Advisor can provide a comprehensive and independent analysis of the securities within the estate upon death, whether they are held with Legg Mason or another investment firm. These securities include: corporate bonds, common stocks, mutual funds, municipal bonds, preferred stock issues, limited partnerships and unit trusts.
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Benefits
For one single fee, you receive an assessment of the fair market value of the investment assets as well as pertinent information on each security.
To help you make timely Estate Planning decisions, our Estate Valuation Review will be prepared in approximately 10 business days.
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Features
The Estate Valuation Review provides detailed security valuations including:
Number of shares or par value (at time of death of decedent)
Description of the security (stock name)
High/low price, mean price and security value at date of death or alternative date
All accrued dividends and interest paid on the security (until the date of death)
Record of stock splits and value of stock after split (between date of death and alternative dates)
Call pricing data on all municipal and corporate bonds within the estate, maturity and interest earned on the investment through date of death
Summary total of the securities value listed and accrued dividends and/or interest
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Related Products/Services
Business Succession Planning
Charitable Planning
Estate Planning
Financial Planning
Legg Mason Trust, fsb
Managed Futures
Wealth Management
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