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Estate Planning

Benefits of 529 Plans in an Estate Plan

Submitted by Clarus Wealth on July 14th, 2020

529 plans can help reduce tax liability and pass wealth to future generations, while still allowing you to maintain control of the assets - get the details here. 

Contact us to find out how a 529 plan may fit into your estate plan.

For more information about any 529 college savings plan, contact us for more information at (720) 510-1199 to learn more about investment objectives, risks, charges, and expenses.  Consider the investment information carefully.  All investing is subject to risk, including the possible loss of the money you invest.

Tags:
  • 529
  • Estate Planning
  • Paying for College

Potential Benefits of Lifetime Gifts

Submitted by Clarus Wealth on November 8th, 2018

Many estate plans include a program of making lifetime gifts. So, is it sometimes better to distribute assets this way, rather than bequeath them in a will or trust?

Click HERE to learn more!

Tags:
  • Estate Planning
  • Gifting
  • Lifetime Gifts
  • Wealth Transfer

Exiting with Style

Submitted by Clarus Wealth on November 8th, 2018

For many small business owners, the sale of their company is the foundation of their retirement plan. Learn how the right business succession plan can help you secure your retirement.

 

Tags:
  • Estate Planning
  • Wealth Transfer
  • Read more

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202 6th Street, Suite 301C
Castle Rock, Colorado
80104 United States

  •  Tel: 720.510.1199
  •  info@claruswealthatplumcreek.com

      

OSJ Office: Clarus Wealth Advisors
9125 W Thunderbird Road, Suite 100
Peoria, AZ 85381

                                                                                              

Click here to view the Clarus Form CRS 2020 (PDF)

Investment advisory services offered through Clarus Wealth Advisors LLC a SEC Registered Investment Advisor.
Securities offered through Crown Capital Securities LP member FINRA & SIPC
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