Accumulate wealth and peace of mind in your trust & estate plan
Grassi’s Trust and Estate planning and accounting professionals are dedicated to helping individuals, business owners, attorneys, trustees, executors and other related parties plan and carry out the most beneficial strategies for accumulating, preserving and transferring wealth. Our professionals are highly experienced in wealth planning, trust strategies, tax mitigation, fiduciary tax compliance, succession planning, formal and informal court accountings, and trust and estate administration.
Our depth of experience provides you with every available opportunity to save taxes and transfer more wealth to your heirs under any tax regime. You, your beneficiaries and your trustee will benefit from our knowledgeable estate and income tax planning, trust planning, gifting strategies, federal, state and local tax expertise and our experience in navigating probate and administration filings in Surrogate Court.