5 Easy Ways to Reduce Estate Taxes
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!
5 Easy Ways to Reduce Estate Taxes
Articles
Unlocking Your Assets with SBLOCs and IBLOCs: A Quick, Flexible, and Tax-Friendly Solution
Unlocking Your Assets with SBLOCs and IBLOCs: A Quick, Flexible, and Tax-Friendly Solution
Planning for the unexpected is an important part of your financial...
Simplifying Your Estate Planning & Creating a Harmonious Legacy
Simplifying Your Estate Planning & Creating a Harmonious Legacy
If you're like many individuals we encounter, you want to ensure your...
Get Ready to Retire in 8 Steps
Get Ready to Retire in 8 Steps
You’re ready to retire! Well…you’re ready to be retired. But are you...
Ensuring Your Business Thrives When You’re No Longer There
Ensuring Your Business Thrives When You’re No Longer There
Let's journey together for a moment through the winding roads of...
Do I Need a Trust?
Do I Need a Trust?
I’ve heard that I should have a trust, but do I need one? When it...
2023 Year End Tax Planning Checklist
2023 Year End Tax Planning Checklist
As we approach the end of 2023, here are a few simple tax saving tips...
20 Minutes on the Market & Economy for Q4 2023
20 Minutes on the Market & Economy for Q4 2023
Happy fall from all of us here at Alterra! In this quarter's 20...
2024 Retirement Plan Contribution Limits
2024 Retirement Plan Contribution Limits
Here’s what you need to know about 2024 retirement plan contribution...
Which Assets Do You Pay Estate Tax On?
Which Assets Do You Pay Estate Tax On?
Do you wonder if you’re at risk of owing estate tax? If so, which...
Transferring Wisdom with Your Wealth
Transferring Wisdom with Your Wealth
“We’ve worked hard to build and protect our wealth, not just for us,...
How to Avoid Paying $2.6 Million in Estate Taxes
How to Avoid Paying $2.6 Million in Estate Taxes
Did you know that a soon-to-be-expired law could help your family...
My Financial Advisor Won’t Answer This Question
My Financial Advisor Won’t Answer This Question
A few years ago, we were approached by a new client with two questions...
4 Ways to Reduce Estate Taxes and Pass More to Charity – A Video Walkthrough
4 Ways to Reduce Estate Taxes and Pass More to Charity – A Video Walkthrough
Today is a deep dive into ways you can reduce estate taxes and pass...
Alterra Advisors Recognized as a PSBJ Washington Best Workplace 2023
Alterra Advisors Recognized as a PSBJ Washington Best Workplace 2023
Each year, Puget Sound Business Journal Washington Best Workplaces...