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Trustee Services 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 couple talking through an irrevocable trust with their advisor
Trustee Services Article

Irrevocable Trusts: What They Are and When They’re Used

Learn about irrevocable trusts, how they’re used in estate and asset protection planning, and if they’re the right choice for you.

A family talking with their advisor about a will vs trust
Trustee Services Article

A Trust vs. A Will: Which One Is Right For You?

Learn the key differences between a will and a living trust. Consider estate planning strategies for cost, ease, taxes, and more.

Two ladies chatting about revocable trusts
Trustee Services Article

What Is a Revocable Trust? Understanding the Basics of Living Trusts

Learn what a revocable trust is, how it works, its role in estate planning, and how it compares to an irrevocable trust.

A woman talking with her financial advisor about a charitable remainder trust
Trustee Services Article

Understanding Charitable Remainder Trusts

Learn about the different types of CRTS and how they can help with retirement, tax, and estate planning, and charitable giving.

older couple sitting down, talking with an estate planner
Trustee Services Article

Trusts 101: What Type Is Right For You?

Discover how different trusts can help you manage assets, avoid probate, and plan for your estate.

man standing in front of house smiling
Trustee Services Article

Navigating Real Estate Transfers to Trusts: What You Need to Know

Learn how to fund real estate into a trust, avoid probate, and ensure proper insurance and title coverage.

older couple meeting with an investment advisor
Trustee Services Article

Using a Charitable Remainder Trust to Re-Stretch Inherited IRAs

Understand the SECURE Act’s impact on RMDs and explore the benefits of CRUTs for strategic retirement planning.

Discussing Estate Planning for Children With Special Needs
Trustee Services Article

Estate Planning for Children With Special Needs 

Proper estate planning for children with special needs protects their inheritance, government benefits, and financial security. 

Man Thinking About Property Transfers Before Death in Estate Planning
Trustee Services Article

Estate Planning: Navigating the Emotional Journey of Property Transfers Before Saying Goodbye 

The rules for transferring property before death can be complex. Learn the basics to help avoid unexpected tax consequences.

People considering a trustee’s responsibilities
Trustee Services Article

Consider a Trustee’s Responsibilities When Choosing One 

How do you select a trustee for your trust? Learn the various factors and options related to your estate plan and a trustee’s role. 

Protect Your Legacy
Trustee Services Article

Protect Your Legacy: How ILITs Shield Beneficiaries

Due to changes in retirement rules, it’s important to review your financial plan to mitigate potential tax burdens on beneficiaries; an ILT is a strategy for protecting assets and minimizing liabilities.

Why Beneficiaries may Face More Harm than Good
Trustee Services Article

The Hidden Hazards of Inheriting an IRA: Why Beneficiaries may Face More Harm than Good

Passing an IRA to a beneficiary may result in unintended problems. Learn how retirement trusts offer both control and protection.

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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