FRA TRUST Estate Planning
Maximize the wealth you leave for your family.
Protect your assets from probate, spend-down, taxes and penalty.
Tax Planning Video
The Right Tax Planning Strategies.
ESTATE PLANNING Video
A proper estate plan makes it easy for your family, when the time comes for your plan to be executed.
Joe’s books will help you protect your wealth and maximize your assets.
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See what Our Clients are saying about us...
Working with FRA Trust Advisors made the process easy. The timing was perfect because I was searching for answers. I highly recommend FRA Trust Advisors.
FRA Trust Advisors made the process easy. We were impressed that our Trust Officer was thorough and competent. We are relieved our estate is protected after putting it off for so long. We highly recommend working with FRA Trust Advisors.
The one-on-one process of FRA Trust Advisors gave us a strong level of confidence in their services. They provided great personal service and explained everything throughout the process. We feel at ease knowing our estate is protected.
Our meeting was cordial and our questions were answered in simple English. We enjoyed working with all of the people at FRA Trust Advisors. We’re very satisfied and confident that our assets and our legacy are protected and will survive beyond our own existence. FRA Trust is a great Enterprise to work with to secure your estate.
They know what they’re talking about. FRA Trust Advisors helped me see the necessity of getting this done now and guided me down the right path. My mind is at ease now. It was great working with FRA Trust Advisors.
We had not realized there were things we still needed to do to protect our estate. Knowing that we have it all taken care of has really put us at ease. We recommend everyone to do what we have done to protect our estate.
It just made sense to get it done. Everyone was friendly and the process was easy and efficient. We feel comfortable knowing we have clear plans in place.
FRA Trust Advisors took a more professional approach to understanding our needs in protecting our assets. I would recommend working with FRA Trust because they gave us peace of mind for us as well as our children.
We had worried about this for a long time and are so relieved to have our estate plan in place. They did a great job explaining things and took the time to really help us understand the planning and the process.
The process was smooth and went well. Clearly you were looking out for my best interests. I liked that they took the time needed. It gives me great peace of mind and comfort having my estate plan in place.
The complete process built confidence. Everything was completed as promised and we are completely satisfied. Finally, a weight off our shoulders.
Why Choose FRA Trust?
We have a deep sense of personal accountability for every single decision we make or action we undertake on behalf of our clients. Quality of service is a top priority at FRA Trust.
Decades of estate planning experience gives us an understanding of the sector that is unrivaled in the business.
We take the time to get to know all of our clients and develop relationships that endure for many years, often into future generations.
The relationships we build with clients are long-term and so it's important you know we are committed to achieving your objectives when creating your individual or family estate plan. Our first commitment is always to our clients, whose best interests we are charged with protecting.