Alterra Advisors

Using Donor Advised Funds (DAF) to Reduce Tax and Increase Giving

Donor Advised Funds can increase gifts to your favorite charity and reduce taxes all without it costing anything more!

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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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Federal Estate Tax Exemption 2023: 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?

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