Guiding Angel Investors

You can’t know how a ground-floor investment will pan out, but you can help clients understand the risks and maximize their chances of success.

The Pro Bono Advisor

This exceptional woman is helping other women transition to better, more financially stable lives.

Real Estate’s New Rules

Finally in recovery, today’s property markets leave less room for sloppy thinking. Clients who want to invest in real estate may need more help than ever.

Which Trust to Use?

Trusts, a standard tool in the anti-estate tax arsenal, can range from simple to extremely complex. Here are a few options to work with.

Estate Tax Tips for Wealthy Clients

For high-net-worth clients whose estates top the federal exemption, smart planning matters as much as ever. Here are a few strategies advisors may find rewarding.