Trusts and Estates
Enhance your wealth plan with J.P. Morgan's insights on trusts and estates.
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From startups to legacy brands, you're making your mark. We're here to help.
Serving the world's largest corporate clients and institutional investors, we support the entire investment cycle with market-leading research, analytics, execution and investor services.
Your partner for commerce, receivables, cross-currency, working capital, blockchain, liquidity and more.
Prepare for future growth with customized loan services, succession planning and capital for business equipment.
Providing investment banking solutions, including mergers and acquisitions, capital raising and risk management, for a broad range of corporations, institutions and governments.
For Individuals
A uniquely elevated private banking experience shaped around you.
Whether you want to invest on you own or work with an advisor to design a personalized investment strategy, we have opportunities for every investor.
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Enhance your wealth plan with J.P. Morgan's insights on trusts and estates.
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Wealth Planning
Selecting the right assets to give to charity
Dec 05, 2024
If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.
Wealth Planning
What is umbrella insurance and why might I need it?
Dec 05, 2024
Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.
Wealth Planning
Trusts: 3 myths and the real story behind them
Dec 04, 2024
Make sure you understand the facts before you set up a trust.
Wealth Planning
Your values and hopes: What your loved ones really need to know
Dec 04, 2024
Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.
Wealth Planning
Providing for children with special needs
Dec 04, 2024
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.
Wealth Planning
When does it make sense for a trust to own your life insurance policy?
Nov 27, 2024
Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.
Wealth Planning
Planning for your child becoming an adult
Nov 26, 2024
As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.
Wealth Planning
Nov 25, 2024
J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2025 list here.
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