Alterra Advisors

4 Steps for a Successful Estate Planning Talk with Your Family

“I don’t want to ruin my family with my wealth by leaving them a mess or causing conflict.” Does this sound familiar? These four steps can help!

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Getting Your End of Life Documents In Order

If you handle the finances, your spouse, family, or business partners rely on you and would need direction on what to do if you passed away unexpectedly. So how can you prepare them and prevent confusion and chaos?

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Federal Estate Tax Exemption 2022: Making the Most of History’s Largest Cap

The federal estate tax exemption is higher than ever…for now. What is the exemption and how can you use it to reduce taxes and pass more wealth to the people and causes you care about before you lose the opportunity?

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How Do I Reduce Estate Taxes?

Are you worried about estate taxes eating into your wealth, leaving less for your family or charities you care about? Unsure what you can do or where to start? Use these 5 steps to make and maintain your plan to reduce estate taxes.

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