Alterra Advisors

Tax Reform, Markets & Inflation, Q2 in Review

The second quarter built on much of the encouraging economic progress we saw in the first quarter. States moved to being nearly fully open, markets advanced, and we learned more about probable tax reforms.

read more

Do I Need Life Insurance?

Who depends on you? Family, employees, charitable organizations? How would they be provided for if you died and your income stopped? Life insurance is a way to transfer this risk to an insurance company. Here’s a simple breakdown of the types and applications of life insurance.

read more

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!

read more

Out of Your Estate, Not Out of Reach

Can we reduce our estate tax bill without losing access to our assets? When properly coordinated, strategies like these can help move assets out of your estate without putting them entirely out of reach!

read more

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!

read more