Worried About Estate Taxes? These Two Strategies Can Help!
Do you find yourself at a crossroads in life, juggling the...
Do you find yourself at a crossroads in life, juggling the...
Why do 70% of families lose their wealth by the second generation? Why...
It’s clear that financial plans and investments should be reviewed...
In my 40 years working in the financial world, I’ve met many wealthy...
We're excited to announce that Alterra Advisors has been recognized by...
Are you frustrated by high taxes on investments owned by your trust?...
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!
Let's journey together for a moment through the winding roads of...
I’ve heard that I should have a trust, but do I need one? When it...
Do you wonder if you’re at risk of owing estate tax? If so, which...
Did you know that a soon-to-be-expired law could help your family...
Today is a deep dive into ways you can reduce estate taxes and pass...
When should you update your will or estate plan? If you’ve taken the...
Washingtonians face an additional burden because Washington adds a 10-20% state estate tax on top of federal estate taxes. Before you put up that for sale sign, here are a few options to consider.
How much could my family lose to estate taxes when I pass? Fear of...