Clarus Wealth at Plum Creek is a wealth management firm located in Castle Rock, CO with a branch location in Peoria, AZ. We are dedicated to providing investment management and strategic wealth planning that is right for you. Our philosophy is simple: we believe that life planning cannot be separated from investment planning. As independent advisors, our interests are aligned with our clients to help them develop a comprehensive plan and take the next step to implement it. We do this through a strong planning process which is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your assets now, and that efficiently provides for the future, considering both tax issues and estate planning goals. Simply put, we strive to be our client’s trusted advisor.
This brochure from the Colorado Bar Association discusses various Estate Planning Documents, including Powers of Attorney, Wills, Revocable Living Trusts, and more. Please contact your attorney for specific personal advice in your state.
We occasionally hear from clients who are considering setting up a joint bank account with an aging parent, sibling, or friend. As with most financial decisions, there are potential benefits and potential pitfalls to be aware of. One question you may wish to consider: You may trust your joint owner to act on your behalf, but are you financially at risk in case of their divorce or litigation related to accidents or injuries they may cause?
The Center for Elder Law & Justice has prepared the below article with additional information on joint accounts, Powers of Attorneys, and more. Please contact your attorney for specific personal advice in your state.
Roth IRAs differ from Traditional IRAs in the way they are funded and taxed at distribution. They can be a valuable retirement asset, but it is important to understand the restrictions on contributions and distributions. Fidelity discusses the basics of Roth IRAs and the distribution rules and exceptions in this article.
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