Alterra Advisors
Category: Philanthropic Planning
How to Prepare for the Biden Income Tax Increases
The Biden administration has proposed a variety of tax changes. Revisions to income taxes are likely to affect many taxpayers. Here’s a summary of the most notable proposals and strategies to consider if they are passed into law.
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3 Ideas to Connect Generations with Generosity
Making connections across generations isn’t always easy. But building an intentionally-designed Family Generosity plan is a great place to start!
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Out of Your Estate, Not Out of Reach
Can we reduce our estate tax bill without losing access to our assets? When properly coordinated, strategies like these can help move assets out of your estate without putting them entirely out of reach!
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Which Assets Do I Spend and Which Do I Pass On?
When it comes to spending and passing on your assets, don’t miss these strategic tips to maximize your impact on your life, loved ones, and causes you care about!
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Charitable Remainder Trusts (CRT)
A Charitable Remainder Trust (CRT) is an irrevocable trust that generates income for you or your beneficiaries with the remainder going to your favorite charity. Is it right for you?
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Taxes & Highly Appreciated Real Estate
You own a few rentals, maybe an apartment building or two, and you’re looking at simplifying your life by selling them and retiring, but the tax bill is daunting. In this Real Estate Edition of our Strategic Guide to Highly Appreciated Assets, we’ll look at a case study and strategies you might consider if you find yourself in this situation.
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