Alterra Advisors

529s, SECURE Act 2.0, and a New Backdoor Roth IRA Opportunity

5 Ways to Reduce Estate Taxes: a Video Walkthrough

Should I Use an Irrevocable Trust to Save on Estate Taxes?

Family Foundations: What Are They & Do I Need One?

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?