Trusts & Estates

Serving Clients Worldwide

Headquarters in Philadelphia

30 S 15th St, Philadelphia, 19102

Philadelphia, PA, United States

215-985-3900

Serving Clients Worldwide

Headquarters in Philadelphia

30 S 15th St, Philadelphia, 19102

Philadelphia, PA, United States

Call Us Today Call now to schedule your appointment

Trusts and Estate Planning

Protect Your Family's Financial Security

The staff at Bilardo & Associates, LLC offers you a distinctive blend of accounting and fiduciary services to undertake the responsibility for preparing fiduciary tax returns for trusts, estates, guardianships, and management of client assets as trustees and executors. We also provide tax advice to you and your family.

Let us help you understand the importance of financial security planning for you and your heirs. Estate planning provides solutions to potential problems and allows you to assert control over the future of your assets.

Maximize Your Wealth and Minimize Taxes

We can help you every step of the way with a comprehensive plan. Collaborate with attorneys, investment advisors, trust officers, bankers, insurance representatives, financial planners, and family offices to achieve your objectives.

Rely on our help to understand the complexity of fiduciary tax laws and the compliance issues of federal and state tax filing requirements. Several issues that require the specialized knowledge we offer include:

Fiscal year selection
Basis adjustments
Timing of distribution

Our combined team has over 20 years of fiduciary tax experience. We also assist clients in taking full advantage of available credits and deductions. We understand that the timing of expenses or offsets is important in maximizing your tax return.

Our services are available for family offices, trustees, beneficiaries, executors, and attorneys that need timely and professional preparation of fiduciary tax returns. We also review wills and trusts for tax considerations.