Legacy Building
Estate plans need to be designed and executed with a high level of attention to detail in order to minimize related taxes for your family and heirs, allow your assets to pass on outside of probate court, and make sure your final wishes are carried out exactly as planned. Even small mistakes can prove to be very expensive and invalidate legal documents, which is why our team of professionals takes the time to review every aspect of your plan extensively. At FRS Investment Advisors, we look forward to the opportunity to help you get your affairs in order with the confidence of knowing your legacy will leave its mark.
We also work with our clients to make sure their familial and charitable desires are carried out properly and in a well planned out manner.
Advisory services offered through FRS Advisors, a Florida registered investment advisor.