How to Build True Family Wealth
In my 40 years working in the financial world, I’ve met many wealthy...
In my 40 years working in the financial world, I’ve met many wealthy...
We're excited to announce that Alterra Advisors has been recognized by...
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!
I’ve heard that I should have a trust, but do I need one? When it...
Do you wonder if you’re at risk of owing estate tax? If so, which...
Did you know that a soon-to-be-expired law could help your family...
Today is a deep dive into ways you can reduce estate taxes and pass...
When should you update your will or estate plan? If you’ve taken the...
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.
How much could my family lose to estate taxes when I pass? Fear of...
Imagine you’re on a walk with wealthy friends and they talk about the...
Today is a deep dive into ways you can reduce estate taxes and pass...
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.
Have you ever wondered, “Should we have a trust?”, then quickly...
Donor Advised Funds can increase gifts to your favorite charity and reduce taxes all without it costing anything more!