Alterra Advisors

Leaving a Legacy – Plan by Default or Plan by Design?

Everyone has a plan. Whether you know it or not, everyone has a plan when it comes to leaving your hard earned wealth to the next generation – the government’s plan. They’ve made a host of default decisions for you. What taxes you’ll pay, how your assets will be divided and who’s in charge of… Read More »

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Charitable Giving through Donor Advised Funds

Donor Advised Funds can increase gifts to your favorite charity and reduce taxes all without it costing anything more!

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