Wealth Transfer

Wealth Transfer

Pass your legacy on to the next generation.

Simply having the documents isn't enough. Our team will work to ensure you have a voice that carries out your wishes.

Meet Our Team +

Why Wealth Transfer?

Simply having a will or a power of attorney isn't enough to ensure your estate is settled the way you intend. While it's easy to consider these instruments in the context of minimizing your tax burden, it's most important to consider how your wealth will be transferred after your passing.

To settle your estate properly, you need a team who listens, who can ensure the documents and procedures are in place to enact your plan for the future. Our team will work closely with you to understand your priorities and build a strategy with confidence and peace of mind.


  • Lessen your estate and inheritance tax burden
  • Distribute your assets according to your wishes
  • Create trusts for your family
  • Provide for special needs children
  • Create a plan to pass down your business
  • Protect your wealth from the costs of long-term care
Contact Us +

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. LCNB National Bank and LCNB Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LCNB Investment Services, and may also be employees of LCNB National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, LCNB National Bank or LCNB Investment Services. Securities and insurance offered through LPL or its affiliates are:

  • Not Insured by FDIC or Any Other Government Agency
  • Not Bank Guaranteed
  • Not Bank Deposits or Obligations
  • May Lose Value

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, FL, GA, IA, IN, IL, KS, KY, LA, MA, MD, MI, MO, MT, NC, NJ, NY, OH, OR, SC, TN, TX, VA & WV.

LCNB National Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.