Estate Planning & Charitable Giving | Cortburg Retirement Advisors

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

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

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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

How federal estate taxes work, plus estate management documents and tactics.

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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.

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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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