Estate Planning and Wealth Management

Landmark Bank offers estate planning services and wealth management services to ensure your assets are distributed according to your wishes.

Creating a Personalized Plan for the Future of Your Estate


You’ve worked hard to achieve all you have in life. Don’t leave the future to chance — make sure you have an estate plan that takes care of your loved ones and eliminates uncertainties after you’re gone. Landmark Bank’s Wealth Management team has the tools and expertise to help you develop a detailed, personalized plan for your estate that ensures your assets are distributed according to your wishes.
 
At Landmark Bank, we offer the full spectrum of estate planning services, including ideas, tools and guidance to help you through each of the following:
 

Creating a Will

Creating a Will

A will is one of the most important tools when it comes to estate planning. Partnering with an experienced estate planning professional at Landmark Bank will help you make sure that your last will and testament truly reflects your best wishes and benefits your loved ones.

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Estate and Gift Tax Planning

Estate and Gift Tax Planning

Landmark Bank’s investment advisors are experienced in handling estate planning and charitable giving, and will help you choose how to give. And we can help minimize the tax burden on your loved ones through a variety of methods and estate planning tools.

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Education Savings and Planning

Education Savings and Planning

Creating a college fund for your children is an investment in their future. Landmark Bank’s investment advisors can help you determine the most appropriate and effective way to build up a college savings plan for your child, including a 529 college savings plan, CD and investment options.

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Legacy Planning

Legacy Planning

Legacy planning involves setting up trusts, tax-deductible donations to charities, development of your will, gift planning and more, to ensure you leave a lasting legacy. Landmark Bank’s investment advisors work with you, your attorneys and other financial advisors to ensure you leave a lasting impression on those you love and the causes you believe in.

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Charitable Giving

Charitable Giving

Charitable donations, including those made to churches, nonprofit schools, public parks and other organizations can have a significant impact on lowering your tax bills. There are several options and methods for charitable donations. Let Landmark Bank’s investment professionals help you decide on the best options for you.

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Providing for a Special Needs Child

Providing for a Special Needs Child

At Landmark Bank, our goal is to provide special needs financial planning that covers all aspects of life for special needs children. Landmark Bank’s investment advisors can help with government benefit eligibility programs like Medicaid, special needs trusts and how you can use them, as well as life insurance options to guarantee an ongoing quality of life for your special needs child.

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Financial Incapacity Planning

Financial Incapacity Planning

It’s not something most people like to think about, but if you should become incapacitated because of illness or injury, you’ll need a trusted individual with power of attorney to make financial decisions on your behalf. Landmark Bank can walk you through this process and help you choose who to grant power of attorney to and spell out conditions for the power to take effect.

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Spendthrift Trust and Planning

Spendthrift Trust and Planning

A spendthrift trust is a type of trust agreement designed to protect a beneficiary from wastefully spending his or her share of a trust. Protection against spendthrifts can be added to a trust, with a third party or a financial institution like Landmark Bank handling the distribution of assets over a specified time period. Spendthrift trusts create parameters and guidelines to manage your assets at a more controlled pace.

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End-of-Life Planning

End-of-Life Planning

End-of-life planning consists of creating a checklist of everything you’ve accomplished with your estate planner, and evaluating the last items that need to be addressed to pass on your assets after your death. Landmark Bank’s compassionate, experienced estate planners can walk you through the checklist to make certain your assets are passed on to your beneficiaries without a hitch.

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Investment products and services are not FDIC insured, not insured by any federal government agency, not a deposit or bank obligation, not financial institution guaranteed, subject to investment risk, including potential principal loss.

Learn more about our investment Services

Meet Our Team
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Meet Our Team

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Retirement Planning
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Retirement Planning

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Estate Planning
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Estate Planning

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1-800-618-5503 Call seven days a week from 7:00am to 7:00pm 
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