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 Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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Estate Strategies of the Rich and Famous

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.
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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.