Trusts and Estates

Your future in expert hands

Sound planning for the future ensures that your hard-earned wealth is preserved, transferred, and used in a way that aligns with your values and desires. For over 40 years, individuals and families have relied on Tonneson’s Trust + Estates Services for plans that offer peace of mind and financial security for generations to come.

We work with you to understand your particular situation and personal goals, now and as your needs and goals change over time. We also work with your legal and investment advisors to develop strategies that protect your wealth, fulfill your legacy wishes, and minimize tax impacts.

From filing estate tax returns to crafting long-term strategies, we’re here to help you create a brighter, more secure future for yourself and your loved ones.

A tax consultant presents at the head of the conference table, while two consultants sit and take notes.
A group of five individuals smiling while looking at papers in a conference room.

Our service offerings include:

  • Review of existing multi-generational wealth transfer strategies
  • Financial modeling of alternative strategies
  • Development of long- and short-term objectives
  • Estate and trust planning
  • Collaboration with attorneys, investment managers, and other advisors
  • Gifting strategies
  • Business succession planning
  • Estate, gift, and income tax returns
  • Service as trustee or executor
Let's work together

Talk to an Expert

Heidi MacLean

Shareholder
Wakefield, MA

Amy Phelan

Shareholder
Wakefield, MA

Jacqueline Lourenco

Manager
Winter Garden, FL

Mark Linne

Principal
Wakefield, MA

Patrice Goodwin

Shareholder
Columbia, MD

Vera Su

Manager
Wakefield, MA

Thomas Fulchino

Managing Director
Wakefield, MA

Monique Blystad

Managing Director
Baton Rouge, Louisiana

Susie Cunha Carroll

Managing Director
Wakefield, MA

Junyu Wang

Senior Associate
Wakefield, MA

Pleasure to work with

We have been doing business with Tonneson for over seven years.  Their team is easy to work with and very punctual at meeting deadlines. They are very knowledgeable and informative. On my behalf, I work closely with Joe Lanzi, Rick Mastrocola, and Marie Doucette. They are a pleasure to work with. Our Controller interacts with several members of the audit and tax teams and is very pleased with the services they provide.
—Charlie Masiello | Director, Crystal Motor Express

Valuable business partner

We’ve been working with the team at Tonneson + Co for over 35 years. Their work is timely and accurate, and they are a pleasure to work with. Their team stays current on tax and estate laws, always putting client concerns first. Tonneson is a valuable business partner, playing a key role in our success.

—Michael Tamasi | President & CEO, Accurounds

Financial experts

We have been a client of Tonneson since 1988. We are a small family Logistics company that requires specific financial needs. We have always relied on Tonneson to provide the financial expertise necessary to secure the financing for working capital and equipment purchases. We have gone through several audits and because of the detailed auditing process that Tonneson provides, our experience has been painless. They have been responsive to all our requests and needs. Our business continues to grow and knowing we have Tonneson as our financial partner makes the journey a little easier.

—Michael O'Brien | CEO, Eagle Air Freight, Inc.

Sound financial advice

We have been a client of Tonneson for four decades. We have always received sound financial advice and excellent accounting services over the years. We consider Tonneson to be one of our highly trusted partners.

—Steven Tamasi | President, Boston Centerless

Valued and strategic partner

I consider Tonneson a valued and strategic partner of Signet.

—Bradford Caron | President, Signet

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