Which Assets Do You Pay Estate Tax On?
Do you wonder if you’re at risk of owing estate tax? If so, which...
Which Assets Do You Pay Estate Tax On?
Month: September 2023
Transferring Wisdom with Your Wealth
Transferring Wisdom with Your Wealth
“We’ve worked hard to build and protect our wealth, not just for us,...
How to Avoid Paying $2.6 Million in Estate Taxes
How to Avoid Paying $2.6 Million in Estate Taxes
Did you know that a soon-to-be-expired law could help your family...
My Financial Advisor Won’t Answer This Question
My Financial Advisor Won’t Answer This Question
A few years ago, we were approached by a new client with two questions...
4 Ways to Reduce Estate Taxes and Pass More to Charity – A Video Walkthrough
4 Ways to Reduce Estate Taxes and Pass More to Charity – A Video Walkthrough
Today is a deep dive into ways you can reduce estate taxes and pass...
Alterra Advisors Recognized as a PSBJ Washington Best Workplace 2023
Alterra Advisors Recognized as a PSBJ Washington Best Workplace 2023
Each year, Puget Sound Business Journal Washington Best Workplaces...