Estate planning enables members of the Black community who have experienced systemic barriers to generational wealth to protect their legacy and help secure their family’s future. JPMorgan Chase’s seasoned team of wealth managers helps clients understand estate planning basics. They also help clients manage their financial assets to maximize returns, pass them on to future […]
estate planning
Posted inFinances FYI
Financial Planning by Age to Build Your Wealth
Building wealth at any age can seem daunting, especially if you’re not sure where to start. Different stages of life require unique approaches and the development of new understandings, and the same applies to financial planning. Whether you’re just starting out in your 20s or starting over in your 40s to prepare for your 60s, […]
Posted inEvents
Black Men’s Legacy Summit IV: Building and Protecting Generational Wealth
The Black Men’s Legacy Summit Minneapolis 2025 returns Oct. 25 with keynotes, panels, and hands on estate planning. Every attendee completes a preliminary will and connects with local experts.
Posted inBusiness, Finances FYI
Essential steps to safeguard your loved ones in the event of your passing
The idea of passing away may be uncomfortable to discuss. However, taking proactive steps to ensure the well-being of those you care about can bring peace of mind to everyone. These recommended strategies will protect your loved ones financially and emotionally, helping them navigate the challenging times after you are gone. Communicate Your Wishes Losing […]
Posted inBusiness, Finances FYI
Basics of Estate Planning and Your Digital Assets
Unfortunately, because estate plans are meant for use after your death or incapacitation, it can be uncomfortable to think about estate planning or discuss it with your loved ones.
Posted inFeatured, Local & State, National, News
Parting gift: End-of-life planning eases family burdens
‘People think that if they don’t have any money, they don’t need to have a will. Everybody needs a will.’