Estate Planning and Wealth Management

Landmark Bank and Landmark Investments offer 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

Creating a Will

Creating a Will

A will is an important estate planning tool. Partnering with an experienced estate planning professional at Landmark Bank can help you ensure your last will and testament reflects your 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 estate planning and charitable giving. We can help you choose how to give, while minimizing the tax burden on your loved ones.

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Education Savings and Planning*

Education Savings and Planning*

Landmark Investments can help you determine an 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

Landmark Bank’s investment advisors work with you, your attorneys and other financial advisors to set up trusts, tax-deductible charitable donations, your will, gift planning and more, to ensure you leave a lasting legacy.

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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. Let Landmark Bank’s investment professionals help you decide on your options.

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Providing for a Special Needs Child

Providing for a Special Needs Child

We provide special needs financial planning for all aspects of life. Landmark Bank’s investment advisors can help with government benefit eligibility programs, special needs trusts and life insurance options.

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Financial Incapacity Planning

Financial Incapacity Planning

If you should become incapacitated, you'll need a trusted individual to make financial decisions on your behalf. Landmark Bank can walk you through this process and help you execute a power of attorney.

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Spendthrift Trust and Planning

Spendthrift Trust and Planning

A spendthrift trust is designed to protect a beneficiary from wastefully spending his or her share of a trust. Protection can enable a third party or a financial institution like Landmark Bank to handle the distribution of assets.

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End-of-Life Planning

End-of-Life Planning

End-of-life planning consists of creating an estate planning checklist and evaluating the items that need to be addressed to pass on your assets after your death. Landmark Bank’s experienced estate planners can walk you through the process.

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Landmark Investments

* Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through Raymond James Financial Services, Inc., member SIPC/FINRA. View Raymond James' Privacy Notice.

Securities and Insurance products are: ♦ Not FDIC insured ♦ Subject to risk and may go down in value ♦ Not financial institution guaranteed ♦ Not a deposit ♦ Not insured by any federal government agency.

Landmark Bank and Landmark Investments are not registered broker-dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Landmark Bank Wealth Management

Investment products and services provided by Landmark Bank Wealth Management 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 planning Services

Meet Your Team
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Meet Our Team

When navigating the complex world of personal finances, it is important to have someone to lean on for help and advice.
Retirement
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Retirement Planning

The investment advisors at Landmark Bank can help you develop a solid retirement plan, so you can enjoy your golden years stress-free. Explore all our retirement account options.
Investment Services
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Investment Services

Landmark Bank offers a variety of investment services and products, including stocks, bonds, CDs, mutual funds and annuities to help you plan for the future.

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