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.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

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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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