Adam Frank
Managing Director, Head of Wealth Planning and Advice, J.P. Morgan Wealth Management
Latest articles
Planning
What is umbrella insurance and why might I need it?
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.By Adam Frank|2 minPlanning
Your checklist for welcoming a new child
If you are preparing for a birth or adoption of a child, you likely have a lot on your mind. But don’t let these essential tasks fall through the cracks.By Adam Frank|2 minPlanning
Planning finances for a blended family
The term “blended family” can have different meanings for different people. However, planning can go a long way.By Adam Frank|4 minPlanning
Planning for your child becoming an adult
As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.By Adam Frank|4 minPlanning
Preserving your wealth
Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.By Adam Frank|2 minPlanning
Are you maximizing your charitable giving?
If you are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.By Adam FrankPlanning
Planning with family entities
A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.By Adam Frank|4 minPlanning
When does it make sense for a trust to own your life insurance policy?
Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.By Adam Frank|5 min