Taxes
Feb 4, 2025
Estate Planning
Your legacy is too important to leave to chance. Take control by creating thoughtful estate plan, to ensure that your wealth passes how you intend, and as efficiently as possible
Thoughtful planning for a lasting legacy
A clear estate plan ensures your values and priorities will live on. We work with you and your other advisors to build a plan that reflects your vision, incorporating care for loved ones and charitable giving, using integrated wealth transfer strategies to minimize taxes.
Deep bench
With decades of experience and a deep understanding of local dynamics and legislation, our team of former practicing trust and estates attorneys help you design and implement the plan that’s right for your family now and generations to come.
Planning that reflects you
We work closely with you to understand your values and priorities to help you create an estate plan that reflects your intentions and supports your vision for the future.
Strategic legacy planning services
We evaluate your estate plan and balance sheet through the lens of your values and goals – so we can offer tailored advice and help ensure your wealth is preserved and managed according to your wishes.
How we help
Align wealth transfer strategies that align with the legacy you aspire to leave for future generations.
Evaluate the alignment of your current estate plan and balance sheet with your planning goals using our proprietary tools.
Ensure assets are titled appropriately for estate planning objectives.
Implement tax-efficient wealth planning techniques.
Exploring key questions
When it comes to estate planning, it’s not just what you own, it’s how you own it. Choosing the right structures is essential to sound planning, whether your goal is to preserve, protect, grow, donate, or pass on family wealth.
Ready to build a lasting legacy with thoughtful estate planning? Connect with a J.P. Morgan advisor today.
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Philanthropy and grants management services
Our specialists provide grant making and grants management services for you and your family’s private foundation or charitable trust.
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Parents’ checklist: What to do now that your children are legally adults
Speak with your college-age children about signing these seven documents for their protection and your ease of mind.
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How to choose the right executor for your will
Executors take on a significant—even overwhelming—responsibility. Here are four key considerations.
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Mastering estate taxes: How to plan ahead to protect your financial assets
Thoughtful, strategic tax planning can help you prepare to transfer wealth to the next generation—and protect your legacy.
Trusts & Estates
Jan 28, 2025
Warren Buffett changes course with new plans for his estate
Goals-based planning
May 16, 2025
