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Estate Planning

At Landmark Financial Services Group, LLC we understand that you've worked a lifetime to build your wealth.  Our team can help you gain the security of knowing your assets are protected and ensure a lasting legacy for yourself and your loved ones. 

After thorough examination and careful analysis we are able to present our clients with appropriate and personalized strategies designed to preserve the future of their wealth. A sound estate plan can help you reduce the effects of estate taxes while ensuring your assets are allocated exactly the way you wish.

Protecting your Income using:

  • Life insurance
  • Disability insurance

Helping to preserve your portfolio using:

  • Annuities
  • Diversification

Protecting your assets using:

  • Long-term care insurance
  • Titling of assets

Wealth transfer using:

  • Properly structured wills and trusts