Estate Planning | Landmark Wealth Management

Estate Planning Simplified: Trust vs Will

Watch our short video produced by advisors Todd Gillingham and Leah Swanson as they simplify the often complex topic of Estate Planning.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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Why Estate Planning Matters?

Estate Planning ensures you won’t leave a mess for your loved ones in case you are incapacitated or when you die. Estate Planning can be complex and confusing. Working with our team you will find clarity and simplification in a process that can often times be overwhelming.

We Help Create and Update

Wills

Trusts

Living Documents

We listen to your values and goals guiding you in the creation and updating of your will, trust, and living documents including your:

Healthcare directive and Living Will
Durable Power of Attorney
HIPAA Release
Community (Marital) Property Agreement
Buy/Sell Agreements for business owners