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Estate Planning
Plan With Purpose
A strong plan brings clarity to complex decisions. Together, we’ll design a strategy that ensures your legacy lives on exactly as you intend.
Wealth-management strategies
Charitable giving
Healthcare directives
Dependent care
Working with Frandsen Wealth Management & Trust
We’re here to help you build a plan that supports your life now and into the future. Whether you’re starting from scratch or already have a will or trust in place, we can review your documents and offer thoughtful recommendations, always with your goals and loved ones in mind.
Estate Planning
Manage your wealth now and into the future.
Distribution and management of assets
Steps you can take to avoid unnecessary taxes and legal fees
Charities you want to benefit
Healthcare directives
Powers of attorney
Insurance strategies
Estate Settlement
Outline management or support for your designated trustee.
Protect property until debts and taxes are paid
Ensure assets are transferred properly
Professional third-party administration-whether as a designated trustee, co-trustee, or as a professional advisor to your trustee
We Can Also Help With
From everyday decisions to long-term milestones, our wealth-management services are designed to keep your financial life connected, clear, and on course.
Retirement Planning
Retirement should feel rewarding, not uncertain. We’ll help you create a personalized plan that protects what you’ve built and supports the lifestyle you want to maintain.
Trust Services
From managing assets to supporting beneficiaries, our trust services are designed to make complex responsibilities simple and seamless. You can count on our team for steady guidance and sound stewardship.
Wealth Management
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