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When Should You Update Your Estate Plan?
Estate Planning Article

When Should You Update Your Estate Plan?

There are three main circumstances that may require you to review and update your estate plan.

To Minimize Inheritance and Estate Tax, Make These Moves Now Image
Estate Planning Article

To Minimize Inheritance and Estate Tax, Make These Moves Now

When estate planning, learning the ins and outs of inheritance and estate tax – and how to possibly lessen their impact – is key.

Reviewing Inheritance Tax Guidelines and Strategies
Tax Planning Article

Inheritance Tax Guidelines and Strategies

Key inheritance tax information, including state differences, exemptions, taxable assets, and tax minimization strategies.

Person discussing four estate planning strategies for tax savings
Tax Planning Article

Year-End Tax Tips for High-Net-Worth Clients

Estate planning is vital for high-net-worth investors amid rising rates and tax rule changes. Four strategies can result in tax savings.

Man Reviewing Qualified Charitable Distribution rules
Tax Planning Article

Maximize Tax Benefits with a Qualified Charitable Distribution 

You may be able to reduce taxes while donating to your favorite charity with a QCD. Learn the rules, tax benefits, limits, and more.  

Close-up on a business owner hanging an open sign on the door of his restaurant - food and drink establishment concepts
Tax Planning Article

The Perils of Suspended Losses

A few things to know if your trust has a stake in an S corporation and you anticipate reporting operating losses.

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.

Young woman talking to senior woman*`
Estate Planning Article

Strategies to Help Safeguard Your Wealth and Family Legacy

Discover how exemptions, gifting tactics, and trust benefits can help safeguard your wealth and ensure family legacies thrive.

Trust Tax Image
Estate Planning Article

Demystifying Trust Taxation: Key Rules and Strategies Unveiled

Understanding trust taxation requires familiarity with different rules based on the type of trust.

A couple discussing estate and gift taxes
Tax Planning Article

Estate and Gift Tax: Essential Considerations

Unlock strategies to navigate estate and gift taxes effectively, help minimize tax burdens, and outline specific financial objectives.

Gifting a legacy of education image
Family & Health Article

Diving Into Tax Consequences with Intrafamily Gifts and Loans

Navigating the complex tax consequences of intrafamily gifts and loans is challenging. Learn the rules before giving family aid.

Family setting up their estate planning game
Estate Planning Article

“Step Up” Your Estate Planning Game

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 strategies for wealth transfer
Estate Planning Article

Navigating the Great Wealth Transfer: Estate Planning Strategies for the $90 Trillion Boom

Explore essential estate planning strategies for effective wealth transfer and incapacity planning.

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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