Alterra Advisors

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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Case Studies – Which Assets to Spend & Which to Pass On

Part two in our What to Spend & What to Pass On series – three case studies to demonstrate how to apply these principles with a variety of primary objectives.

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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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Can you gift too much?

A discussion of giving too much away might initially seem strange. But, if you’re not careful, you might inadvertently end up with a tax bill on funds you give away. This is called the gift tax and the IRS expects you to know it. After all, they’ve generously listed it on their website for you to read! So, how does it work?

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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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