Alterra Advisors

A 100% Tax Deduction + 2 More Giving Opportunities in 2021

Looking for ways to reduce taxes through strategic giving this year? Here are three opportunities not to miss before the end of 2021.

read more

Do I Need Life Insurance?

Who depends on you? Family, employees, charitable organizations? How would they be provided for if you died and your income stopped? Life insurance is a way to transfer this risk to an insurance company. Here’s a simple breakdown of the types and applications of life insurance.

read more

Out of Your Estate, Not Out of Reach

Can we reduce our estate tax bill without losing access to our assets? When properly coordinated, strategies like these can help move assets out of your estate without putting them entirely out of reach!

read more