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Personal Financial Planning & Estate Planning Services

Estate Planning
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Estate planning is one of the most significant personal financial planning decisions you can make, because it will impact the life of your loved ones and can help to eliminate uncertainties about your future. 

The entire estate planning process can be overwhelming and emotional, not only to yourself, but your loved ones as well. Estate planning services from Landmark Bank are here to make these important personal financial planning decisions easier and less stressful, so you can get on with living your life in the present. 

Estate planning services from Landmark Bank are aimed at ensuring the protection of both your assets and loved ones, giving you the tools to help to achieve your financial goals. Our wealth management team has the tools and expertise to develop a detailed, personalized plan you can live with now, and your loved ones will be able to live with later in life.

Our estate planning team will work with you, your attorneys and other advisors throughout the entire estate planning process to create a plan for your financial future and leave a lasting legacy by mitigating risk. 

Why Is Estate Planning Important?

Estate planning is scary. We don’t want to plan for death to begin with, and the emotional toll of thinking about our loved ones throughout the estate planning process can make it even tougher to handle.

Estate planning is important because you need to ensure your money and inheritance are received by those you actually want to receive it. You also want them to accrue as little tax as possible in the process of acquiring these inherited assets. Even if you don’t have many assets, you would like to keep them in the hands of those that you want.

Estate planning services are not just for the rich. You worked hard for your assets, don’t let them fall into the wrong hands!

When Should I Begin Estate Planning?

Many people spend more time planning their vacation than their death. Who can blame them? We can actually enjoy a vacation. While estate planning is not on top of many to-do lists, post-life personal financial planning should be something done sooner rather than later. 

Estate planning is all about having a plan for “what if.” What if you were to die tomorrow? What if you were to become incompetent? What happens to your business? Your children? Your investment portfolio? Estate planning services from Landmark Bank give these questions answers. Answers you can live with today, and long after your death. 

Start Estate Planning with Landmark Bank

At Landmark Bank, we realize personal financial planning is more than what’s happening in your life right now. Landmark Bank offers full-scale estate planning services that take each individual step of the estate planning process into consideration. Our estate planning services offer ideas, tools and guidance to help you through each of the following: 

Click on each individual area of our estate planning services to learn more about the importance behind each aspect of estate planning and how Landmark Bank can help you through these emotional, but necessary estate planning services. Step-by-step, Landmark Bank is here for you. 


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