Alterra Advisors

5 Ways to Reduce Estate Taxes: a Video Walkthrough

How Your Portfolio is Like a House

Turn Long-Term Care Expenses into Tax-Free Income

No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.

Market Declines: What We Can Learn from History

Despite the gloom brought by each downturn, history shows us that declines are part of the market cycle and they have always bounced back. Does this mean you’re stuck just riding it out without a plan? You certainly don’t have to be! Here are three ways to plan for market declines.

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