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  • T: 352.571.3125
  • F: 866.208.9224
  • TF: 855.630.2931
  • T: 321.338.1816
  • F: 844.262.9868
  • TF: 877.931.4226

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  • Villages Team
    2631 W Torch Lake Dr 2631 W Torch Lake Drive The Villages, FL 32163-2001 T: 352.571.3125 F: 866.208.9224 TF: 855.630.2931
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  • Space Coast Team
    5464 Village Drive Viera, FL 32955 T: 321.338.1816 F: 844.262.9868 TF: 877.931.4226
    Map and Directions Map and Directions
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Global giving
A guide to tax considerations and trusted partners.
Estate & Giving
Private foundation vs. DAF: Are you driving the right giving vehicle?
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
Estate & Giving
Read
Read
Ensure peace of mind with an heir preparation packet
Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.
Estate & Giving
Generous estate and gift tax exemptions may end soon
Now’s the time to review your estate and gifting plans.
Estate & Giving
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Estate & Giving
Read
The dual benefits of non-cash donations
Maximize your philanthropic mission and minimize taxes.
Estate & Giving
Read
529s are more than a college savings tool
These versatile savings accounts are a powerful estate planning vehicle.
Estate & Giving
Read
Choosing the right charitable giving vehicle for your goals
Understand the differences between giving vehicles.
Estate & Giving
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed ...
Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your val...
Estate & Giving
Sophisticated wealth management
Precision Wealth Management Precision Wealth Management
  • Villages Team 2631 W Torch Lake Dr 2631 W Torch Lake Drive The Villages, FL 32163-2001
  • T 352.571.3125
  • F 866.208.9224
  • TF 855.630.2931
  • Map & Directions
  • Map & Directions
  • Space Coast Team 5464 Village Drive Viera, FL 32955
  • T 321.338.1816
  • F 844.262.9868
  • TF 877.931.4226
  • Map & Directions
  • Map & Directions
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