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4600 Military Drive
Suite 226
Jupiter, FL 33458

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Steven Hein

(561) 249-1787

 

Estate and Legacy Planning

We strive to provide the legacy you want by attempting to minimize taxes and provide for your assets to be distributed at the time and manner you desire. 

Review
The Hein Wealth & Tax Solutions LLC estate planning approach starts with a thorough review of your current estate plan, based on the following five factors:

  • Distribution
  • Administration
  • Management
  • Income needs
  • Taxes


Coordinated Plan
Our experienced financial advisors will coordinate with your estate planning attorneys and tax advisors to put together a detailed plan that reviews the following:

  • Wills and trusts
  • Asset titling and coordination with legal documents
  • Beneficiary designation review and coordination
  • Durable powers of attorney
  • Health care powers of attorney/living wills
  • Gifting strategies
  • Irrevocable insurance trusts
  • Family limited partnerships/limited liability companies
  • Multigenerational planning/dynasty trusts
  • Qualified personal residence trusts
  • Charitable planning
  • Future estate value projections and tax implications Tax efficient educational planning
  • Tax efficient educational planning