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Special Situations

Special Situations

Special Situations

Any event that forces dramatic and sweeping changes, such as marriage, divorce, birth, death or a large inheritance, is considered a special situation. It is important to us that our clients feel comfortable asking us those difficult, "what if" questions. These events can affect your estate plans and investment strategies.

Landmark Financial will guide you through these situations to make sure you are prepared. We can provide customized solutions for your special situations, including divorce, incapacitation and control of assets.