Through an ongoing process of communication with the family, Altavista provides inter-generational planning, family dynamics consulting and opportunities to prepare and educate heirs to be good stewards of the family legacy.
Recent Posts
By Dan Akers, CPA, CFP® They say that the only things certain in life are death and taxes, and North … Continued
Philanthropy
Could a Charitable Remainder Trust Meet Your Philanthropic and Retirement Income Goals?
By Dan Akers, CPA, CFP® Are you charitably inclined? Many of us want to give back, and because of how … Continued
As the economic recovery matures and investors contemplate the attenuation of government and monetary assistance, one topic that seems to … Continued
By Dan Akers, CPA, CFP® They say that the only things certain in life are death and taxes, and North … Continued
Philanthropy
Could a Charitable Remainder Trust Meet Your Philanthropic and Retirement Income Goals?
By Dan Akers, CPA, CFP® Are you charitably inclined? Many of us want to give back, and because of how … Continued
As the economic recovery matures and investors contemplate the attenuation of government and monetary assistance, one topic that seems to … Continued