Download the Free E-Book
5 Strategies to Reduce
Your Estate Taxes in Washington State
In this e-book you will learn 5 key strategies to reduce your estate tax exposure and increase the impact your legacy makes for your family and the causes you care about.
You’ll learn ways to:
- Fully utilize your estate tax exemptions
- Use gifts to reduce your taxable estate
- Move assets out of your estate and maintain your income
- Protect highly appreciated assets without losing access to them
- Make your trust last for generations
While taxes are just one component in a comprehensive estate plan, there are significant opportunities to be gained by implementing strategies to reduce your tax burden and leave the legacy you intend.
This free e-book is for you if you want to increase the impact of your legacy.
All the best,

Josh Whelan
CFP, CLU, ChFC | Financial Advisor, Partner
Phone: 425.749.3300
Email: josh@alterraadvisors.com

Download the Free E-Book!
5 Strategies to Reduce
Your Estate Taxes in Washington State
In this e-book you will learn 5 key strategies to reduce your estate tax exposure and increase the impact your legacy makes for your family and the causes you care about.
You’ll learn ways to:
- Fully utilize your estate tax exemptions
- Use gifts to reduce your taxable estate
- Move assets out of your estate and maintain your income
- Protect highly appreciated assets without losing access to them
- Make your trust last for generations
While taxes are just one component in a comprehensive estate plan, there are significant opportunities to be gained by implementing strategies to reduce your tax burden and leave the legacy you intend.
This free e-book is for you if you want to increase the impact of your legacy.
All the best,
Josh Whelan
CFP, CLU, ChFC | Financial Advisor, Partner
Phone: 425.749.3300
Email: josh@alterraadvisors.com
