Safeguard your wealth with wealth transfer strategies from CPAs who understand estate and trust gifting and more.
Trusts can be set up to protect your assets. Our team of CPAs, CFPs®, CFEs, CVEs, and other financial professionals can advise on how to have your will written and assist you in properly distributing your property without paying undue taxes or penalties. Often gifts to family member given at the proper time and for certain amounts can reduce your income tax and eliminate inheritance taxes later.
Find out how easy it is to get started with our team. You can schedule an initial consultation by filling out our online form, sending us an email, or by giving us a call at (410) 263-4201.
Get help from a specialized team for estate planning services that typically include:
Many individuals and families find us an invaluable resource for comprehensive, tax-reducing estate planning. We can advise you on how to plan for the future. Often when someone dies, their spouse or heirs are left owing huge sums of money in inheritance taxes. Proper planning can save heirs from paying unnecessary inheritance taxes or federal estate taxes.
If you need support beyond estate administration and planning, we can support your current and future plans with a number of tax and accounting services, including but not limited to:
Talk with our CPA team to learn more about the ways we can help you keep your finances and legacy in order.
Our personnel are highly qualified in the areas of proper titling of property, distribution of assets, establishing revocable living trusts and sheltering your assets from estate and inheritance taxes.
We can act as a fiduciary of the “Personal Representative” of your estate. This enables the company to properly manage your money, file all of the necessary taxes and related forms, and then distribute the remaining wealth to your heirs according to your wishes.
Get started today by scheduling a free consultation with our business valuation advisory team. Whether you are defending your assets or getting ahead with tax planning — our team can help you maximize your wealth while minimizing your tax bills. Our CPAs have a broad range of experience that will allow them to quickly and fairly value your business.
Find out how easy it is to get started. Schedule time with us today by filling out our online form, sending us an email, or by giving us a call at (410) 263-4201. Our team will work with you to get started on your estate adminstration or planning project as quickly as possible.
You always have options when you work with our team. Get started by scheduling a free initial consultation, visiting us at our offices, or sending us an email.
We have several offices in Maryland to help you with your tax, audit, assurance, and advisory needs.
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Talk with our team of CPAs to save money on taxes, protect your business, and more.
Send an email if we requested something or describe what you need help with.
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Send us a question or request a time to schedule your free initial consultation. Talk with the best CPA on our team for your tax or financial situation in a confidential discussion to help you move forward.
Lombardo Ayers offers tax, audit, assurance, and advisory services to individuals and small to mid-market businesses around the globe. Talk with our CPAs today.
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