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!

read more

Federal Estate Tax Exemption 2022: Making the Most of History’s Largest Cap

The federal estate tax exemption is higher than ever…for now. What is the exemption and how can you use it to reduce taxes and pass more wealth to the people and causes you care about before you lose the opportunity?

read more

How Do I Reduce Estate Taxes?

Are you worried about estate taxes eating into your wealth, leaving less for your family or charities you care about? Unsure what you can do or where to start? Use these 5 steps to make and maintain your plan to reduce estate taxes.

read more

4 Steps for a Successful Estate Planning Talk with Your Parents

“I’ll have to manage my parents’ finances at some point, but they don’t like to talk about this and I don’t know where things are or what they want!” Does this sound familiar? These four steps can help!

read more

Success Story – Help Your Beneficiary Reduce Taxes on an Inherited IRA

Patty and Steve want to leave a $1 million IRA to support their daughter with steady income but are worried about loss to taxes. Learn how they can use creative estate planning to reduce taxes and increase their impact.

read more