Alterra Advisors

Turn Long-Term Care Expenses into Tax-Free Income

No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.

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Using Donor Advised Funds (DAF) to Reduce Tax and Increase Giving

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

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What is an Ethical Will? (And How to Write One)

An ethical will is a kind of “love letter” to your family, a personal message where you share your thoughts, values, memories, life lessons, advice, and hopes for the future. Where do you start?

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4 Steps for a Successful Estate Planning Talk with Your Family

“I don’t want to ruin my family with my wealth by leaving them a mess or causing conflict.” Does this sound familiar? These four steps can help!

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