Alterra Advisors

What is an Ethical Will? (And How to Write One)

An ethical will is a kind of “love letter” to your family, a personal message where you share your thoughts, values, memories, life lessons, advice, and hopes for the future. Where do you start?

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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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The End of Life Documents Checklist: How to Get 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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