Trusts Archives | Mercer Advisors https://www.merceradvisors.com/tag/trusts/ Find Your Path to Economic Freedom Thu, 29 May 2025 15:15:54 +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 Trusts Archives | Mercer Advisors https://www.merceradvisors.com/tag/trusts/ 32 32 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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The Importance of Insurance Protection in Financial Planning https://www.merceradvisors.com/insights/personal-finance/the-importance-of-insurance-in-financial-planning/ Wed, 05 Mar 2025 15:00:00 +0000 https://www.merceradvisors.com/?p=4927 The post The Importance of Insurance Protection in Financial Planning appeared first on Mercer Advisors.

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ABLE Accounts vs. Special Needs Trusts: Which Do You Need?  https://www.merceradvisors.com/insights/trust-estate/able-accounts-vs-special-needs-trusts/ Wed, 22 Jan 2025 19:41:05 +0000 https://www.merceradvisors.com/?p=9549 The post ABLE Accounts vs. Special Needs Trusts: Which Do You Need?  appeared first on Mercer Advisors.

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Estate Planning for Children With Special Needs  https://www.merceradvisors.com/insights/trust-estate/estate-planning-for-special-needs-children/ Tue, 31 Dec 2024 16:53:07 +0000 https://www.merceradvisors.com/?p=12572 The post Estate Planning for Children With Special Needs  appeared first on Mercer Advisors.

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10 Common Estate Planning Mistakes to Avoid https://www.merceradvisors.com/insights/trust-estate/10-common-estate-planning-mistakes-to-avoid/ Mon, 11 Nov 2024 19:11:00 +0000 https://www.merceradvisors.com/?p=15535 The post 10 Common Estate Planning Mistakes to Avoid appeared first on Mercer Advisors.

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Consider a Trustee’s Responsibilities When Choosing One  https://www.merceradvisors.com/insights/trust-estate/consider-a-trustees-responsibilities-when-choosing-one/ Tue, 08 Oct 2024 14:00:00 +0000 https://www.merceradvisors.com/?p=14109 The post Consider a Trustee’s Responsibilities When Choosing One  appeared first on Mercer Advisors.

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Year-End Tax Tips for High-Net-Worth Clients https://www.merceradvisors.com/insights/trust-estate/year-end-tax-tips-for-high-net-worth/ Wed, 11 Sep 2024 17:07:30 +0000 https://www.merceradvisors.com/?p=6974 The post Year-End Tax Tips for High-Net-Worth Clients appeared first on Mercer Advisors.

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Being an Impactful Nonprofit Board Member https://www.merceradvisors.com/insights/trust-estate/being-an-impactful-nonprofit-board-member/ Mon, 12 Aug 2024 14:00:00 +0000 https://www.merceradvisors.com/?p=6035 The post Being an Impactful Nonprofit Board Member appeared first on Mercer Advisors.

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How To Make Sure Your Pets Are Taken Care of After You’re Gone https://www.merceradvisors.com/insights/how-to-make-sure-your-pets-are-taken-care-of-after-youre-gone/ Tue, 02 Jul 2024 17:03:27 +0000 https://www.merceradvisors.com/?p=13060 The post How To Make Sure Your Pets Are Taken Care of After You’re Gone appeared first on Mercer Advisors.

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Minimize Your Taxes Using Gifting Strategies https://www.merceradvisors.com/insights/taxes/double-the-impact-of-your-assets-with-your-gifting-strategies/ Fri, 17 May 2024 13:02:00 +0000 https://www.merceradvisors.com/?p=1269 The post Minimize Your Taxes Using Gifting Strategies appeared first on Mercer Advisors.

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