Question

How do I build an estate plan as a single woman with no children?

Answer

Begin with the essentials: a will, healthcare proxy directive, and durable power of attorney. A revocable living trust may be warranted depending on the size and complexity of your estate. Charitable giving, a donor-advised fund, or leaving assets to chosen family members are all options that a comprehensive estate plan can accommodate in a tax-efficient way.

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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