Mercer Advisors
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Generational Wealth

Women & Wealth Article

How Women Can Design a Legacy That Reflects Their Values

A legacy plan goes beyond transferring assets — it helps transfer your values. Learn how women can design financial legacies that reflect what matters most to them.

Tax Planning Article

How Much Money Do You Need To Work With a Wealth Manager?

Firm minimums vary widely, but a better question may be whether your financial complexity warrants professional coordination.

Estate Planning Article

How To Keep Your Family Vacation Home in the Family

Passing down a family vacation home takes more than a will. Learn how trusts, LLCs, and honest conversations can keep your legacy property in the family.

Financial Planning Guide

The Inheritance and Sudden Wealth Playbook: First 90 Days + 12 Months

When you inherit a significant amount of wealth, the decisions you make in the first year can define outcomes for decades. Here’s your step-by-step playbook.

Estate Planning Article

Illinois Estate Tax: What High-Net-Worth Families Need To Know

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.

man meeting with a financial advisor in office, shaking hands
What Clients Ask Article

Questions to Ask When Choosing a Financial Advisor

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

Estate Planning Guide

The Family Guide to Estate Planning: Helping To Protect What You’ve Built Across Generations

Explore wills, trusts, beneficiary traps, POAs, estate tax changes, inherited IRAs, gifting, and family conversations in one comprehensive planning guide.

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Financial Planning Podcast

Episode 524 – Generational Wealth

John Walker and Jason O’Meara break down the mindsets and strategies that help families grow and preserve generational wealth across decades.

Family & Health Article

Is TikTok Where Your Kids or Grandkids Get Financial Advice?

Discover why financial advice on TikTok often misses the mark for young adults and how a personalized financial plan can protect their long-term future.

Estate Planning Article

Maryland Estate and Inheritance Tax

Maryland is the only state levying both an estate tax and inheritance tax. Understand thresholds, exemptions, and strategies to protect your estate.

Estate Planning Article

Estate Planning for Blended Families: Key Considerations

From qualified terminable interest property (QTIP) trusts to beneficiary designations, discover how a comprehensive estate plan can honor every relationship in your blended family.

Team having a discussion in a meeting
Tax Planning Article

Taxes and Wealth Management: Better Together With a Unified Team

Our integrated tax and wealth management teams work together year-round, delivering coordinated planning that helps reduce surprises and tax liability.

Tax Planning Article

Trump Accounts and Gift Tax: What Parents Need to Know

The IRS established a safe harbor for qualifying Trump Account contributions — but complex giving situations require careful planning.

FAQs
Women & Wealth FAQ

What is a charitable remainder trust, and how does it benefit my estate?

See the answer
Women & Wealth FAQ

What is the difference between a donor-advised fund and a family foundation?

See the answer
Women & Wealth FAQ

Can I align my investment portfolio with my charitable values?

See the answer
Women & Wealth FAQ

Should I involve my family in charitable giving and legacy decisions?

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Women & Wealth FAQ

How do donor-advised funds operate, and are they right for me?

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Women & Wealth FAQ

What is a values-based legacy plan, and how is it different from an estate plan?

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Estate Planning FAQ

What is a family constitution?

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Tax Planning FAQ

What is the difference between a wealth manager and a wealth advisor?

See the answer

Further Learning

Trustee Services On-Demand Webinar

Estate Planning: The Decisions Behind the Documents

We break down the key roles in estate planning — trustees, executors, and agents — and how to choose the right people, communicate with family, and keep your plan up to date.

Retirement Guide

Retirement Tax Planning: A Year-Round Guide to Help Keep More of What You’ve Built

A comprehensive retirement tax planning guide covering Roth conversions, RMDs, IRMAA, Social Security taxation, QCDs, and tax-loss harvesting strategies for retirees.

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Market Commentary Podcast

Episode 41: Making Sense of Rising Treasury Yields

David Krakauer, Vice President of Portfolio Management, examines the economic forces that have pushed long-term Treasury yields to the highest level in nearly two decades — and why investors shouldn’t be alarmed.

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Retirement Podcast

Episode 526 – First Years of Your Retirement: How Best to Prepare

Discover why the first years of retirement set the tone for long-term success and how to spend intentionally during your most active, healthy years.

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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