Alterra Advisors

A Guide to Tax Efficient Investing

Buy-Sell Agreements in Business Succession Planning

For businesses with multiple owners, proper succession planning is key. Selling your stake and sailing off into retirement is the dream, but a complete plan must account for the unexpected death or disability of an owner. Here’s what to know about Buy-Sell Agreements.

Hybrid Long Term Care Insurance – An Upgrade on Traditional Benefits

In recent years, the Long Term Care (LTC) insurance market has evolved, and hybrid plans have emerged that combine life insurance with long term care benefits. In many ways, hybrid plans are an upgrade on traditional benefits. This case study helps compare and contrast these options.

Is Long Term Care Insurance Right for You?

When and how should you consider long term care insurance? Answer these 4 questions and you be on your way to making an informed decision.

When to Expect Your 2020 Tax Forms