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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