There are lot of myths surrounding estate planning. Perhaps the most popular one is that it’s only for the super-rich. Your financial assets do not just simply get passed onto the next generation. Financial planning is crucial in deciding how you wish to lay out your assets amongst your loved ones. Your financial future and your estate’s future are very important financial affairs. Poor estate planning often results in a great deal of tax payable to the federal government.
At life 100, we ensure a smooth transfer of wealth, with minimum taxes and delays, to maximize the benefit you leave to your loved ones or charities of your choice. With our extensive experience in retirement plan management, we can help you find the right solution for your estate and your loved ones.