Grant Monson Featured in Puget Sound Business Journal

by | Mar 11, 2024 | Estate & Legacy Planning, News

We’re excited to announce that Alterra Advisors has been recognized by the Puget Sound Business Journal as an professional in the area of retirement & estate planning. Grant’s as article on “Why you might not need to move out of state to avoid taxes” was published in the March 1st edition of their annual section on Estate Planning & Charitable Bequests. If you are a PSBJ subscriber, you can read it here.

You’ll also find the article, Should I Leave Washington State to Avoid the Estate Tax, on our blog.

Image courtesy of Puget Sound Business Journal

A financial professional’s feature in a Business Journal should not be construed as an endorsement and is no guarantee of future investment success.

The “Alterra” name was coined by joining the Latin roots “alter”, the origin of the word “altruism” with “terra” meaning earth or land. This name reflects the company philosophy of “clients before profits” and providing firmly grounded advice.

Ready to meet with
our team?

We’d love to have a discussion with you to find out if we’re a fit!

Share This