Case Study: Funding Estate Tax with Discounted Dollars
The Client: Background
Case Study: Illustrating the Potential Benefit of Making Annual Gifts to Fund ILIT Policy Premiums
The Client
Each year, Puget Sound Business Journal Washington Best Workplaces ranks the best places to work based on employee surveys across small, medium, large and extra-large companies in Washington.
The annual Washington’s Best Workplace list is an approval rating for employers throughout the state. It goes beyond the perks and scores to how employees feel about the culture, mission, and values
Each year, Puget Sound Business Journal recognizes local companies for for philanthropic work and we’re thrilled to have been included in this year’s list!
Supporting worthy causes is not just important to our clients, it’s a core part of our culture here at Alterra. We’re proud to support Olive Crest, Days for Girls, and Not Abandoned, local organizations doing amazing
Do you find yourself at a crossroads in life, juggling the complexities of managing your wealth while contemplating the legacy you’ll leave behind for your loved ones? Well, you’re not alone. Many individuals like you, in the prime of their retirement years, feel the burden of responsibility to provide for the family’s future, wanting to make sure they don’t leave
If you’re retiring after a long career at Microsoft, Amazon, or any other big company, you’ve likely been given company stock as part of your compensation for years. Along the way, you’ve also watched it skyrocket and it now represents a much bigger percentage of your portfolio than you’re comfortable with. As retirement draws nearer, the dramatic day to day
Hello! In this quarter’s 20 Minutes on the Market, we update three of the most common market and economic questions we’ve received in the last quarter:
We hope you find it helpful and invite your feedback and topics you’d like to
Why do 70% of families lose their wealth by the second generation? Why does wealth divide families? And what can you do about it? Two experts join us to weigh in on these important questions:
It’s clear that financial plans and investments should be reviewed regularly. We need to make sure you’re still on track to reach your goals, ensure portfolios are performing as expected, and look for ways to improve on your current strategies. In many plans, however, we find that life insurance policies are often ignored. But they shouldn’t be!
Why? Here’s and
In 2022, inflation peaked at 9.1%. In response, the Federal Reserve increased interest rates a total of 5.25% between March 2022 and July 2023, their primary way to combat inflation. The US stock market declined nearly 20% and the US bond market was down 13%. The stock market tends not to like surprises and, historically, short-term volatility spikes when