UHNW & HNW Archives | Mercer Advisors https://www.merceradvisors.com/tag/uhnw-hnw/ Find Your Path to Economic Freedom Tue, 03 Jun 2025 17:20:20 +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 UHNW & HNW Archives | Mercer Advisors https://www.merceradvisors.com/tag/uhnw-hnw/ 32 32 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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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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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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Capital Gains Tax: What You Need To Know  https://www.merceradvisors.com/insights/personal-finance/capital-gains-tax-what-you-need-to-know/ Mon, 27 Jan 2025 16:55:46 +0000 https://www.merceradvisors.com/?p=19797 The post Capital Gains Tax: What You Need To Know  appeared first on Mercer Advisors.

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2024 Election Results: What It Could Mean for Taxes Going Forward  https://www.merceradvisors.com/insights/taxes/2024-election-results-what-it-could-mean-for-taxes-going-forward/ Tue, 10 Dec 2024 16:58:52 +0000 https://www.merceradvisors.com/?p=16111 The post 2024 Election Results: What It Could Mean for Taxes Going Forward  appeared first on Mercer Advisors.

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How High-Income Earners Can Navigate the NIIT and Additional Medicare Tax  https://www.merceradvisors.com/insights/taxes/how-high-income-earners-can-navigate-the-niit-and-additional-medicare-tax/ Mon, 30 Sep 2024 17:16:44 +0000 https://www.merceradvisors.com/?p=13753 The post How High-Income Earners Can Navigate the NIIT and Additional Medicare Tax  appeared first on Mercer Advisors.

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Why High-Net-Worth Individuals Need Specialized Wealth Advisors https://www.merceradvisors.com/insights/taxes/defining-high-net-worth-2/ Thu, 12 Sep 2024 17:25:54 +0000 https://www.merceradvisors.com/?p=9785 The post Why High-Net-Worth Individuals Need Specialized Wealth Advisors 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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Strategic Estate Planning for High-Net-Worth Individuals https://www.merceradvisors.com/insights/trust-estate/estate-planning-for-high-net-worth/ Mon, 26 Aug 2024 17:55:31 +0000 https://www.merceradvisors.com/?p=7179 The post Strategic Estate Planning for High-Net-Worth Individuals appeared first on Mercer Advisors.

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How Charities Can Leverage CRUTs https://www.merceradvisors.com/insights/taxes/how-charities-can-leverage-cruts/ Fri, 09 Aug 2024 11:34:00 +0000 https://www.merceradvisors.com/?p=7038 The post How Charities Can Leverage CRUTs appeared first on Mercer Advisors.

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Inheritance Tax Guidelines and Strategies https://www.merceradvisors.com/insights/taxes/what-you-need-to-know-about-inheritance-tax/ Tue, 25 Jun 2024 14:00:00 +0000 https://www.merceradvisors.com/?p=5052 The post Inheritance Tax Guidelines and Strategies appeared first on Mercer Advisors.

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Help Maximize Your Giving Impact and Tax Benefits with Donor-Advised Funds https://www.merceradvisors.com/insights/using-donor-advised-funds-to-give-with-intention/ Thu, 28 Mar 2024 15:46:46 +0000 https://www.merceradvisors.com/?p=2456 The post Help Maximize Your Giving Impact and Tax Benefits with Donor-Advised Funds appeared first on Mercer Advisors.

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