Today is a deep dive into ways you can reduce estate taxes and pass more of your hard-earned wealth to the causes you care about. We show you how to find out how big your estate tax problem is, how the tax works, and four strategies you can use to lose less to taxes and make a bigger impact on your favorite charities. Be sure to check out our discussion on 5 Ways to Reduce Estate Taxes and Pass More to Your Family!
We invite you to use this resource with your professional team and reach out to our team at Alterra if you’d like to talk further about how we can help you make a comprehensive wealth plan that enables you to enjoy life, provide for your loved ones, and make an impact on the causes you care about!
About the Author
Zach graduated from Gonzaga University with degrees in Marketing and Finance. While growing up, Zach heard stories from his grandfather about his work as an insurance agent, and other stories from his dad who was an investment manager. They both spoke financial “languages” but had completely different dialects. Recognizing the breadth of the financial vocabulary ultimately led to Zach’s passion for financial planning. He credits his family for this enthusiasm. Zach sees his time with clients as an opportunity to translate all of the different – and often confusing – information they’ve heard and provide clear guidance for each unique situation.
Zach enjoys working with people – his clients – who also appreciate that their financial decisions have an impact not just on themselves, but also on their families, charities and their own life legacy. Many of Zach’s clients have a strong desire to “make a difference”, and they rely on his financial expertise to magnify their philanthropic goals.
The “Alterra” name was coined by joining the Latin roots “alter”, the origin of the word “altruism” with “terra” meaning earth or land. This name reflects the company philosophy of “clients before profits” and providing firmly grounded advice.