BB&T Scott & Stringfellow’s estate valuation service uses the latest technology from industry leader EVP Systems, Inc. to provide historical securities valuations used in conjunction with IRS Form 706 to figure the estate tax imposed by the Internal Revenue Code. The service produces reports providing Date of Death, Alternate Date, Distribution Date, or Appraisal Date valuations including accrued interest and dividend information.
The full range of traded securities are covered including equities, mutual funds, corporate, municipal, and government bonds, mortgage backed securities, unit investment trusts, treasuries, and certificates of deposit. These reports are prepared to the specifications of the IRS and are ready to be filed with an estate tax return.
Please contact your financial advisor for details.