Alterra Advisors

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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Q1 2021 Webinar – 2020 Lessons Learned, the Biden Tax Plan & What to Expect in 2021

A replay of our January 27, 2021 webinar discussing 2020 lessons learned, the Biden tax plan, and what we expect in 2021.

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The Biden Tax Plan, 2020 Lessons Learned & What to Expect in 2021

2020 presented many challenges, but also opportunities and lessons learned. As we turn the page and look to 2021, we’ll look at 2020 lessons learned and what to expect in 2021.

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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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