Understanding Washington’s 2025 Estate and Capital Gains Tax Increases
Washington State is rolling out major changes to its estate and...
Understanding Washington’s 2025 Estate and Capital Gains Tax Increases
Estate & Legacy Planning
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...
How to Avoid Paying $2.6 Million in Estate Taxes
How to Avoid Paying $2.6 Million in Estate Taxes
Did you know that a soon-to-be-expired law could help your family...
4 Ways to Reduce Estate Taxes and Pass More to Charity – A Video Walkthrough
4 Ways to Reduce Estate Taxes and Pass More to Charity – A Video Walkthrough
Today is a deep dive into ways you can reduce estate taxes and pass...
When should I update my will?
When should I update my will?
When should you update your will or estate plan? If you’ve taken the...
Should I Leave Washington State to Avoid the Estate Tax?
Should I Leave Washington State to Avoid the Estate Tax?
Washingtonians face an additional burden because Washington adds a 10-20% state estate tax on top of federal estate taxes. Before you put up that for sale sign, here are a few options to consider.
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.