FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Trust Management
Thoughtful Guidance. Lasting Confidence.
Trusts are no longer just for the wealthy, they’re smart financial tools for anyone. At Frandsen, we can serve as a corporate trustee or co-trustee to help manage your trust with care and confidence.
Invest trust assets
Manage asset distribution
Guide beneficiaries
Plan for charitable giving
Reduce or eliminate estate taxes
Working with Frandsen Wealth Management & Trust
We're here to help you plan for the future, from managing your finances to preparing for what's next. When the time comes, we'll be here to support your loved ones, too.
Trust Planning & Management
Preserve and enhance your assets for the benefit of future generations.
Preserve and grow wealth
Provide for loved ones
Simplify estate transitions
Trust Administration
Be confident that the terms of your trust are carried out promptly and professionally. We are experienced in managing:
Revocable & irrevocable trusts
Special needs trusts
Legacy trusts
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.
Estate Planning
Your legacy is personal, so your plan should be too. We’ll help you create an estate strategy that reflects your values and provides confidence for you and your family.
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.
Wealth Management
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