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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

Building a Lasting Legacy in the Era of the Great Wealth Transfer

Learn effective inheritance planning strategies from specialists. Get guidance on tax-efficient wealth transfer, trusts, and preserving your family legacy.

Estate Planning Article

How Upstream Planning Can Help Preserve Generational Wealth

Estate plans often focus on downstream wealth transfer from older to younger generations. Upstream planning challenges that convention and may offer meaningful tax advantages.

Estate Planning Article

Oregon Estate Tax: What Property Owners Should Know

Oregon imposes estate tax above $1 million — well below federal levels. Learn strategies for residents and non-residents to manage exposure.

Estate Planning Article

Basis Step-Up Strategies for Estate Planning

The basis step up rule is a powerful estate planning tool that can wipe out capital gains tax on inherited assets. Learn how it works and when it applies.

Estate Planning Article

Estate Planning for Widows and Widowers: Strategies for Protecting Your Wealth

Navigate the complexities of widowhood with our comprehensive guide to estate planning. Explore wealth strategies for taxes, trusts, and legacy protection.

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.

A senior couple using a laptop and going over paperwork in the garden at home.
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.

A woman looking out a window
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.

Further Learning

Professions Article

Delta Pilots: 7 Retirement Decisions to Consider

An overview of Delta pilot pension elections, Delta pilot 401k strategy, NQDC planning, Social Security timing, insurance gaps, and estate documents for pilots nearing retirement.

Retirement Article

Prepare Today To Help Avoid Working in Retirement Tomorrow

Learn how to overcome the fear of working in retirement. Explore strategies for income stability, healthcare costs, and debt management with Mercer Advisors.

Tax Planning Webinar

Tax Filing Is Not the Same as Tax Planning

In this webinar, we break down proactive tax planning, Roth conversions, and key changes from the One Big Beautiful Bill Act to help reduce your lifetime tax liability.

Market Commentary Article

Surprisingly Strong Earnings Bolster the Stock Market

S&P 500 companies reported surprisingly strong earnings, providing a powerful lift for stocks.

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.

Explore Our Solutions

Financial Planning
Estate Planning
Tax Planning & Preparation
Insurance Solutions
Investment Management
Trustee Services

Want to learn more about Mercer Advisors?

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