Kiplinger

Myths on Estate Planning for ‘Black Sheep’ Beneficiaries

Every family has one – or more – black sheep. Handing them an inheritance could be problematic, here are some tips for managing them in your estate plan. Read more here.

Mercer Advisors Buys $1.2B L.A. Advisor Serving Entertainment Industry Clients
How the Government Shutdown Impacts the Housing Market: Loan Availability, Closing Times, and More
Alisa Maute: Cracking the Organic Growth Code for RIAs
Mercer Advisors Named Top Wealth Manager by D Magazine
Mercer Advisors Taps Kate Shackleton to Oversee Partner Firm Integration

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