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!

Is Your Estate Plan by Default or Design?

Sudden Wealth – Dream Come True or Nightmare?

Would you like to win the lottery? Receive a large inheritance? Receive a multimillion dollar sports contract? For many, sudden wealth ends up closer to a nightmare than a dream. Avoid these common sudden wealth mistakes!

3 Ideas to Connect Generations with Generosity

Making connections across generations isn’t always easy. But building an intentionally-designed Family Generosity plan is a great place to start!

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!