Insights for Your Journey

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!

For more estate planning resources, click here. Or, to start a conversation with our team here at Alterra, click here!

Alterra Advisors - Josh Whelan

Grant Monson

CFP®, CLU®, ChFC®
Partner, Financial Advisor

About the Author

Grant grew up on a working wheat farm in eastern Washington. Today, he credits his family – who still manage the farm – for preparing him to build a business serving others. His vision to lead Alterra is built on relentless dedication to the success of his clients and the team – his extended family.

Grant’s dad says that he hasn’t worked a day in his life because “it isn’t work when you love what you are doing.” When combined with his mom’s view that “helping others should be part of every day”, Grant’s view of financial planning comes into focus. Alterra Advisors is very much a reflection of Monson family values.

Grant earned a bachelor’s degree in business and a master’s in economics at Washington State University. He launched his own financial advising practice over a decade ago, an entrepreneurial quest has become one of the most impactful things in Grant’s life. He loves coordinating the complex financial lives of business owners, bringing a depth of understanding that is rooted in his family’s own experience.

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.

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