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(727) 210-7795
marc.delia@premierplanninginc.com
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Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Charitable Giving: Smart from the Heart
Featured Video

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Principles of Preserving Wealth
Featured Presentation

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

  • Articles
  • Calculators
  • Presentations
  • Videos

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

View all calculators

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Exit Strategies of the Rich and Famous

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

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

View all videos

  • Articles

    Revising Estate Strategy Assumptions

    Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

    Managing the Risk of Outliving Your Money

    Steps to help you sustain and grow your retirement savings.

    A Living Trust Primer

    Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

    Yours, Mine, and Ours: Estate Strategies for Second Marriage

    Second marriages are a trigger event to revisit any existing estate strategies.

    Will Power

    Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

    Why Everyone Needs an Estate Strategy

    Do you have an estate strategy? You should.

    View all articles

  • Calculators

    What Is My Life Expectancy?

    Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

    What's My Potential Estate Tax?

    This calculator helps estimate your federal estate tax liability.

    What Is My Current Net Worth?

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

    View all calculators

  • Presentations

    Principles of Preserving Wealth

    How federal estate taxes work, plus estate management documents and tactics.

    View all presentations

  • Videos

    Estate Management 101

    A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

    Exit Strategies of the Rich and Famous

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

    When Do You Need a Will?

    When do you need a will? The answer is easy: Right Now.

    Safeguard Your Digital Estate

    If you died, what would happen to your email archives, social profiles and online accounts?

    When Special Care Is Needed: The Special Needs Trust

    A special needs trust helps care for a special needs child when you’re gone.

    Charitable Giving: Smart from the Heart

    Do you have causes that you want to support with donations?

    View all videos

Contact

Office: (727) 210-7795

Fax: (727) 245-6900

801 West Bay Drive

Suite 707

Largo, FL 33770

Send an Email

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