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.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Principles of Preserving Wealth

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?

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.