Alterra Advisors

4 Steps for a Successful Estate Planning Talk with Your Family

“I don’t want to ruin my family with my wealth by leaving them a mess or causing conflict.” Does this sound familiar? These four steps can help!

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4 Steps for a Successful Estate Planning Talk with Your Parents

“I’ll have to manage my parents’ finances at some point, but they don’t like to talk about this and I don’t know where things are or what they want!” Does this sound familiar? These four steps can help!

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Washington’s New 7% Capital Gain Tax Explained

Washington State’s 7% capital gain tax has been signed into law. Here’s what you need to know and what you can do to prepare!

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Washington’s Long Term Care Payroll Tax and How to Opt Out

Washington State’s LTC Trust Act is intended to offer long-term care coverage to state residents funded by a mandatory payroll tax. Here’s how it works and how you can opt out.

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