Mercer Advisors
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Generational Wealth

Estate Planning Article

Estate Planning Strategies for Your Financial Future 

Learn how estate planning integrates with tax, investment management, and financial planning to help protect your wealth, minimize taxes, and transfer assets efficiently. 

What Clients Ask Article

Why One Team Can Simplify Your Financial Life

Mercer Advisors brings wealth planning, investment management, taxes, estate, and retirement under one coordinated team for integrated and aligned financial outcomes.

Estate Planning Article

Minnesota Estate Planning: Strategies for Your Legacy

Minnesota residents face a $3 million estate tax with no spousal portability. Discover trust strategies, lifetime gifting, and tools designed to preserve your legacy.

Estate Planning Article

Inheritance Planning Strategies for Your Wealth

Learn effective inheritance planning strategies. Get experienced guidance on estate taxes, wealth transfer, and comprehensive financial planning.

Estate Planning Article

Building a Lasting Legacy in the Era of the Great Wealth Transfer

Learn effective inheritance planning strategies from specialists. Get guidance on tax-efficient wealth transfer, trusts, and preserving your family legacy.

Estate Planning Article

How Upstream Planning Can Help Preserve Generational Wealth

Estate plans often focus on downstream wealth transfer from older to younger generations. Upstream planning challenges that convention and may offer meaningful tax advantages.

Estate Planning Article

Basis Step-Up Strategies for Estate Planning

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.

Financial Planning Guide

Suddenly Inheriting Wealth In Early Adulthood or Midlife

This guide aims to help you navigate the complexities of sudden wealth inheritance by addressing common concerns and providing a decision-making framework.

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.

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Retirement Podcast

Episode 518 – You Can’t Take It with You: Living for Tomorrow and Today

John Walker and Jason O’Meara explore the Die with Zero philosophy, helping you balance saving for tomorrow with living fully today through intentional financial planning.

Two woman business owners planning
Women & Wealth Article

Exit Planning for Women Business Owners

Guidance for women business owners approaching a sale — covering exit strategy, tax planning, succession, and life after a liquidity event.

A couple in Washington discussing taxes
Financial Planning Article

Washington Estate Tax Rates Roll Back in 2026

Washington lowered estate tax rates for 2026. See how the change could affect your plan and the people you want to protect.

An advisor working with their client on an RIA
Financial Planning Article

What Is an RIA? What Investors Should Know

Learn what a Registered Investment Advisor (RIA) is, how RIAs are regulated, how they differ from financial advisors, and the benefits of working with a fiduciary advisor.

Further Learning

Investment Management Webinar

Your Money, Your Values: Aligning Your Portfolio with Your Priorities, Goals, and Real Life

In this webinar, we explore values-based investing strategies, from ESG funds to legacy planning, tailored for women at every life stage.

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Insurance Solutions Podcast

Episode 521 – Importance of Disability Insurance

Discover why disability insurance is a critical but overlooked part of any financial plan and how to choose the right coverage for your income.

Women & Wealth Article

Risk, Control, and Clarity: Smart Investing for Women

Explore how affluent women define smart investing. We offer advanced strategies for risk management, tax optimization, and legacy planning.

Work & Business Article

Strategic Exit Planning for Business Owners

Explore comprehensive exit planning strategies for business owners. Learn how to coordinate valuation, tax optimization, and succession planning to help support a smoother transition.

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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