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Estate Planning

Where will your assets go after you’re gone? Learn tips on estate planning best practices that include limiting estate taxes, setting up trusts for charities and loved ones, managing funeral arrangements, and gifting assets to family.

Estate Planning Article

Estate Planning After the SECURE Act

Learn how retirement trusts and Roth conversions can help mitigate taxes for your heirs. 

Estate Planning Article

What Is a Trust and When Do You Need One for Your Estate Plan?

Learn the basics of trusts, including revocable and irrevocable options, and discover when establishing a trust makes sense for your comprehensive wealth plan.

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Estate Planning Article

Using Retirement Trusts to Protect and Transfer IRAs

Learn how retirement trusts can protect IRAs, manage RMDs, and transfer assets under SECURE Act rules.

A couple using their retirement trust to protect their IRA
Estate Planning Article

Using Retirement Trusts to Protect and Transfer IRAs

Learn how retirement trusts can protect IRAs, manage RMDs, and transfer assets under SECURE Act rules.

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Estate Planning Podcast

Episode 515 – Will You Inherit Family Money: Part 2

John Walker and Jason O’Meara discuss the emotional and behavioral impacts of inheriting wealth, and how to appropriately address those issues.

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Estate Planning Article

Estate Planning for Women Who Expect to Live — and Lead — Longer

Estate planning for women supports longevity, independence, and leadership by protecting decision making, aligning assets, and keeping plans current as life evolves.

Estate Planning Webinar

Give Smart. Gain Impact. Philanthropy Made Practical and Tax-Savvy

Explore how women define purposeful philanthropy, clarify giving values, and use tax-smart strategies to maximize impact during life and beyond.

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Estate Planning Podcast

Episode 514 – Will You Inherit Family Money?

Explore how inheriting money from a family member can be both advantageous and challenging, discussing unforeseen positive and negative effects of wealth inheritance.

Estate Planning Article

10 Estate Planning FAQs for Divorcees

Discover how divorce influences estate and tax planning with guidance and answers to commonly asked questions tailored for those navigating the complexities of marital separation.

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Estate Planning Article

Estate Planning: Protecting Tangible Assets and Collectibles

Learn how estate planning as part of financial planning can help protect tangible assets, collectibles, and heirlooms while supporting tax efficiency and long‑term legacy goals.

A man looking at intellectual property
Estate Planning Article

How to Handle Intellectual Property With Your Estate Planning

Intellectual property can generate income opportunities for heirs. Learn how copyrights, trademarks, and patents fit into your estate plan.

Maximize Your Giving Impact and Tax Benefits with Donor-Advised Funds Image
Estate Planning Article

Help Maximize Your Giving Impact and Tax Benefits in 2026 with Donor-Advised Funds

Increase your philanthropic power with a donor-advised fund. Learn more about this simple, tax-efficient investment option.

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Estate Planning Article

Why Creatives Need Estate Planning: Tips for Protecting Your Assets

Explore smart strategies like trusts, asset protection, and tax-saving tools to secure your financial future.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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Financial Planning
Estate Planning
Tax Planning & Preparation
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