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back to Wealth Planning

Trusts and Estates

Enhance your wealth plan with J.P. Morgan's insights on trusts and estates.

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    Wealth Planning

    New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act

    Jan 21, 2026

    The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.

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    Wealth Planning

    How to prepare for Tax Day as a small business owner

    Jan 16, 2026

    Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.

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    Wealth Planning

    How you may benefit from tax-loss harvesting

    Jan 16, 2026

    Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.

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    Wealth Planning

    Providing for children with special needs

    Jan 15, 2026

    It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.

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    Wealth Planning

    Asset protection

    Jan 09, 2026

    Often, people are able to achieve sufficient asset protection by employing very simple strategies.

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    Wealth Planning

    Four beneficiaries of wealth

    Jan 05, 2026

    Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.

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    Wealth Planning

    How to include your grandchild in your financial plan

    Jan 05, 2026

    Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.

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    Wealth Planning

    When does it make sense for a trust to own your life insurance policy?

    Dec 24, 2025

    Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.

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