Estate Planning & Charitable Giving

 Wills & Trusts

 Power of Attorney

 Healthcare Proxy 

 Irrevocable Life Insurance Trusts

 Estate Tax-Reduction Strategies

 Guardians for Minor Children

 Charitable Giving and Trusts


Cortburg Retirement Advisors and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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What Is My Life Expectancy?

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.