Illinois’ $4 million estate tax exemption, far below the $15 million federal threshold, can expose high-net-worth families to unexpected state tax bills without proactive planning.

Discover the essential questions to ask when choosing a financial advisor — covering fiduciary duty, compensation models, and team approach.

At Mercer Advisors, financial planning often serves as the starting point for investing decisions. It is the foundation of our evidence-based investing principles.