Estate Planning Archives | Mercer Advisors https://www.merceradvisors.com/category/insights/trust-estate/ Find Your Path to Economic Freedom Thu, 03 Jul 2025 13:16:23 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.2 https://www.merceradvisors.com/wp-content/uploads/2024/04/MER_Web-Favicon_01b_512x512-150x150.png Estate Planning Archives | Mercer Advisors https://www.merceradvisors.com/category/insights/trust-estate/ 32 32 When You or a Loved One Are Facing Terminal Illness: Finances To Address https://www.merceradvisors.com/insights/family-finance/when-you-or-a-loved-one-are-facing-terminal-illness-finances-to-address/ Thu, 26 Jun 2025 18:11:00 +0000 https://www.merceradvisors.com/?p=28560 The post When You or a Loved One Are Facing Terminal Illness: Finances To Address appeared first on Mercer Advisors.

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Crafting an Investment Policy Statement for Your Nonprofit https://www.merceradvisors.com/insights/trust-estate/crafting-an-investment-policy-statement-for-your-nonprofit/ Mon, 23 Jun 2025 19:44:41 +0000 https://www.merceradvisors.com/?p=28351 The post Crafting an Investment Policy Statement for Your Nonprofit appeared first on Mercer Advisors.

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The Role of Mercer Advisors in Supporting Nonprofit Missions https://www.merceradvisors.com/insights/taxes/supporting-nonprofit-missions/ Wed, 18 Jun 2025 15:12:50 +0000 https://www.merceradvisors.com/?p=28103 The post The Role of Mercer Advisors in Supporting Nonprofit Missions appeared first on Mercer Advisors.

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Washington State Enacts Tax Reforms: Estate and Capital Gains Changes Now Law https://www.merceradvisors.com/insights/taxes/washington-state-enacts-tax-reforms-mercer-advisors/ Wed, 04 Jun 2025 14:17:00 +0000 https://www.merceradvisors.com/?p=26846 The post Washington State Enacts Tax Reforms: Estate and Capital Gains Changes Now Law appeared first on Mercer Advisors.

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Estate Planning for Young Professionals: Take Control of Your Legacy https://www.merceradvisors.com/insights/trust-estate/estate-planning-for-young-professionals-take-control-of-your-legacy/ Mon, 02 Jun 2025 14:33:19 +0000 https://www.merceradvisors.com/?p=26756 The post Estate Planning for Young Professionals: Take Control of Your Legacy appeared first on Mercer Advisors.

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Trusts 101: What Type Is Right For You? https://www.merceradvisors.com/insights/trust-estate/trusts-101-what-type-is-right-for-you/ Wed, 28 May 2025 21:59:56 +0000 https://www.merceradvisors.com/?p=26606 The post Trusts 101: What Type Is Right For You? appeared first on Mercer Advisors.

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Navigating Real Estate Transfers to Trusts: What You Need to Know https://www.merceradvisors.com/insights/trust-estate/navigating-real-estate-transfers-to-trusts-what-you-need-to-know/ Wed, 21 May 2025 14:08:42 +0000 https://www.merceradvisors.com/?p=26137 The post Navigating Real Estate Transfers to Trusts: What You Need to Know appeared first on Mercer Advisors.

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Using a Charitable Remainder Trust to Re-Stretch Inherited IRAs https://www.merceradvisors.com/insights/trust-estate/using-a-charitable-remainder-trust-to-re-stretch-inherited-iras/ Mon, 28 Apr 2025 13:47:10 +0000 https://www.merceradvisors.com/?p=24600 The post Using a Charitable Remainder Trust to Re-Stretch Inherited IRAs appeared first on Mercer Advisors.

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Minimizing Taxes on Investment Gains: A Guide for High-Net-Worth Investors https://www.merceradvisors.com/insights/taxes/minimizing-taxes-on-investment-gains-a-guide-for-high-net-worth-investors/ Tue, 08 Apr 2025 12:20:00 +0000 https://www.merceradvisors.com/?p=23876 The post Minimizing Taxes on Investment Gains: A Guide for High-Net-Worth Investors appeared first on Mercer Advisors.

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Why Estate Planning is an Important Component of Financial Planning https://www.merceradvisors.com/insights/trust-estate/why-estate-planning-is-an-important-component-of-financial-planning/ Mon, 07 Apr 2025 20:43:24 +0000 https://www.merceradvisors.com/?p=23697 The post Why Estate Planning is an Important Component of Financial Planning appeared first on Mercer Advisors.

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What To Know About Estate Tax Exemptions in 2025 https://www.merceradvisors.com/insights/trust-estate/what-to-know-about-estate-tax-exemptions-in-2025/ Tue, 01 Apr 2025 16:08:36 +0000 https://www.merceradvisors.com/?p=23398 The post What To Know About Estate Tax Exemptions in 2025 appeared first on Mercer Advisors.

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Weathering Federal Funding Uncertainty: Proactive Steps for Nonprofit Resilience https://www.merceradvisors.com/insights/trust-estate/weathering-federal-funding-uncertainty-proactive-steps-for-nonprofit-resilience/ Fri, 21 Mar 2025 18:25:52 +0000 https://www.merceradvisors.com/?p=22891 The post Weathering Federal Funding Uncertainty: Proactive Steps for Nonprofit Resilience appeared first on Mercer Advisors.

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