Sassetti LLC

Private Client Services
Estates & Trusts
Our seasoned professionals advise you on the tax implications of their current plan and provide advice on actions you can take to maximize the tax effectiveness.
SASSETTI
Schedule a Free Tax Review.
ESTATE & TRUST PLANNING
Plan With Purpose. Transfer With Confidence.
Estate planning is about more than documents. It is about creating a thoughtful framework for your assets, your family and the legacy you want to leave behind.
CREATE FINANCIAL MILESTONES
Turn long-term intentions into a clear financial plan.
Estate planning gives you a framework for thinking through how assets should be managed, protected and ultimately transferred. Whether your priorities include supporting family members, charitable giving, business succession or preserving wealth across generations, thoughtful planning can help turn those priorities into measurable financial milestones.
THINK BEYOND TODAY
Protect what you've built.
Create a structure designed to support your family, your assets and the people or organizations that matter most.
ESTATES & TRUSTS 101
Understanding the Basics of Estates & Trusts.
Understanding the role estates and trusts can play is an important first step toward creating a thoughtful transfer strategy.
THE FOUNDATION
What Are Estates & Trusts?
An estate generally represents the assets and obligations a person leaves behind. A trust is a legal arrangement that can help manage, protect or transfer assets according to specific instructions.

Together, estate and trust planning can help provide greater clarity around how assets are managed during your lifetime and how they may ultimately pass to beneficiaries.
ESTATE PLANNING
Benefits of Thoughtful Planning
The right estate plan can help create clarity, reduce uncertainty and give you greater control over how important financial decisions are handled.
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Direct assets according to your wishes
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Consider strategies to reduce taxes and costs
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Provide for minor children or other dependents
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Address incapacity and future financial decisions
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Protect assets for future generations
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Create greater continuity for family wealth
LONG-TERM PLANNING
Thoughtful decisions today can shape what is possible for generations.
BUILD & TRANSFER WEALTH
Build and Transfer Wealth With Intention.
Long-term planning can help you preserve wealth, prepare for transitions and create a thoughtful strategy for transferring assets to family members, charitable organizations or future generations.

Our team helps you understand the tax considerations surrounding estate and trust decisions so you can evaluate your options with greater clarity and coordinate those decisions with your broader financial plan.
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Coordinate estate planning with tax strategy
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Consider the timing and structure of wealth transfers
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Plan around both current needs and future generations
START WITH THE BIG PICTURE
A thoughtful estate strategy starts with understanding what matters most to you.
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ESTATES & TRUSTS TEAM
Meet the Experts Behind the Strategy.
Estate and trust planning often involves complex decisions across generations. Our experienced tax professionals bring the perspective and technical knowledge to help you move forward with confidence.
Anna Kross Headshot

Anna Kross

Tax Manager

Jim Carter Headshot

Jim Carter

Tax Manager

Laura Rodriguez Headshot

Laura Rodriguez

Tax Manager

Susan Headshot 2

Susan Penno

Partner