Financial Lessons from Every Decade of Life (10–100)
I’m almost 70 years old. I’ve spent nearly 50 years working in the...
Financial Lessons from Every Decade of Life (10–100)
Estate & Legacy Planning
A Clear Start: Reviewing Your Legacy Plan
A Clear Start: Reviewing Your Legacy Plan
The start of a new year often brings legacy questions into sharper...
Helping the Next Generation Without Enabling Them
Helping the Next Generation Without Enabling Them
Many families today are navigating a tension that previous generations...
What Washington Families Need to Know About the 2025 Tax Law Changes
What Washington Families Need to Know About the 2025 Tax Law Changes
Washington’s estate and capital gains tax rules are changing — and for...
Understanding Washington’s 2025 Estate and Capital Gains Tax Increases
Understanding Washington’s 2025 Estate and Capital Gains Tax Increases
Washington State is rolling out major changes to its estate and...
Maximizing Your Estate: A Case Study in Premium Financing
Maximizing Your Estate: A Case Study in Premium Financing
Are you considering the future of your wealth and how to pass it on to...
Setting Your Retirement Finish Line
Setting Your Retirement Finish Line
Finish lines are important—in races and in our finances. No one keeps...
Managing Finances After Losing a Spouse: A Guide to Finding Stability
Managing Finances After Losing a Spouse: A Guide to Finding Stability
Losing a spouse or family member is one of the most challenging...
Two Key Differences Between Washington State and Federal Estate Tax
Two Key Differences Between Washington State and Federal Estate Tax
Estate taxes are among the most confusing topics, especially for those...
Worried About Estate Taxes? These Two Strategies Can Help!
Worried About Estate Taxes? These Two Strategies Can Help!
Do you find yourself at a crossroads in life, juggling the...
How to Build True Family Wealth
How to Build True Family Wealth
In my 40 years working in the financial world, I’ve met many wealthy...
Grant Monson Featured in Puget Sound Business Journal
Grant Monson Featured in Puget Sound Business Journal
We're excited to announce that Alterra Advisors has been recognized by...
5 Easy Ways to Reduce Estate Taxes
5 Easy Ways to Reduce Estate Taxes
Moving assets out of your estate to reduce estate taxes doesn't always mean a complex web of trusts and legal documents. Here are simple ideas you can use today!
Do I Need a Trust?
Do I Need a Trust?
I’ve heard that I should have a trust, but do I need one? When it...
Which Assets Do You Pay Estate Tax On?
Which Assets Do You Pay Estate Tax On?
Do you wonder if you’re at risk of owing estate tax? If so, which...
Is your retirement as ready as you are?
You’ve saved for years—but turning that into steady income takes more than guesswork. A clear plan helps you avoid mistakes and enjoy retirement with confidence.