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Trusts

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.

Family & Health Article

Retirement Trusts for Beneficiaries with Special Needs

An overview of how retirement assets can support special needs trust planning, preserve government benefits, and provide long-term financial support for families.

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.

A family discussing a lifetime trust
Estate Planning Article

Benefits of a Lifetime Trust for Children’s Inheritance

Discover how a lifetime trust can protect your children’s inheritance, avoid probate, and offer tax advantages. Learn why this estate planning strategy helps ensure long-term security and reassurance.

A couple talking through an irrevocable trust with their advisor
Estate Planning Article

Irrevocable Trusts: What They Are and When They’re Used

Learn about irrevocable trusts, how they’re used in estate and asset protection planning, and if they’re the right choice for you.

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.

A family talking with their advisor about a will vs trust
Estate Planning Article

A Trust vs. A Will: Which One Is Right For You?

Learn the key differences between a will and a living trust. Consider estate planning strategies for cost, ease, taxes, and more.

Two ladies chatting about revocable trusts
Estate Planning Article

What Is a Revocable Trust? Understanding the Basics of Living Trusts

Learn what a revocable trust is, how it works, its role in estate planning, and how it compares to an irrevocable trust.

A woman talking with her financial advisor about a charitable remainder trust
Estate Planning Article

Understanding Charitable Remainder Trusts

Learn about the different types of CRTS and how they can help with retirement, tax, and estate planning, and charitable giving.

older couple sitting down, talking with an estate planner
Estate Planning Article

Trusts 101: What Type Is Right For You?

Discover how different trusts can help you manage assets, avoid probate, and plan for your estate.

man standing in front of house smiling
Estate Planning Article

Navigating Real Estate Transfers to Trusts: What You Need to Know

Learn how to fund real estate into a trust, avoid probate, and ensure proper insurance and title coverage.

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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