Estate Taxes Changed Twice. Does Your Plan Still Work?
If you feel like the rules keep shifting under you, you're not imagining...
Estate Taxes Changed Twice. Does Your Plan Still Work?
Estate & Legacy Planning
Financial Lessons from Every Decade of Life (10–100)
Financial Lessons from Every Decade of Life (10–100)
I’m almost 70 years old. I’ve spent nearly 50 years working in the...
The Four Essential Points of the Wealth Journey
The Four Essential Points of the Wealth Journey
At Alterra, we believe great financial outcomes come from a clear...
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 focus...
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...
Planning Beyond the Business: Reducing Taxes & Protecting the Donovan Family
Planning Beyond the Business: Reducing Taxes & Protecting the Donovan Family
Mark and Susie Donovan spent decades building a thriving construction...
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 capital...
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 complexities...
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...
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.