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.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

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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 Current Net Worth?

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

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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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