Mercer Advisors
Sharing Knowledge

Inherited Wealth

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.

Women & Wealth Article

5 Smart Tax Tips for Widows

Explore five smart tax tips for widows — filing status, inherited assets, capital gains, and RMDs — with guidance to help secure your financial future.

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.

Family & Health Guide

What To Do When a Parent Passes: A Practical Financial Guide

A practical guide to the financial, legal, and administrative steps families face after a parent’s death, organized to reduce stress and prevent missed details.

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.

Listen
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.

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.

A senior couple using a laptop and going over paperwork in the garden at home.
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.

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.

Further Learning

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.

Investment Management Article

Bond Investing Basics: What Every Investor Should Know

Explore our quick explanation of the bond market. Understand how bond yields, prices, and interest rates can impact your investments and comprehensive financial plan.

Estate Planning Guide

Estate Planning Resource Center

This resource will answer questions about the process, estate planning terms, and what we do at each stage.

Market Commentary Article

When Will Passive Investors Own the Mega-IPOs?

SpaceX, Anthropic, and OpenAI are widely viewed as potential candidates for historic IPOs. Learn how these megacap companies could enter your portfolio through major market indexes.

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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