Today is a deep dive into ways you can reduce estate taxes and pass more of your hard-earned wealth to your family. We show you how to find out how big your estate tax problem is, how the tax works, and five strategies you can use to lose less to taxes and make a bigger impact on future generations of your loved ones.
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!
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.