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.

Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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