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Trusts

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.

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

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.

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.

Further Learning

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.

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.

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.

Professions Article

Incentive Stock Options: From Equity to Tax Strategy for Tech Professionals

Navigate the complexities of incentive stock options (ISOs). Learn about AMT, vesting, and strategic planning to help protect and grow your established wealth.

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

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Estate Planning
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