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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 Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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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 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.

Contact

Office: (212) 776-4094

Mobile: (201)474-5157

1441 Broadway

5th Floor

New York City, NY 10018

Miguel@CortburgRetirement.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Cortburg Retirement Advisors, Inc. are separate entities from LPL Financial.

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