Top 5 Estate Planning Mistakes to Avoid | Davenport & Associates

John Davenport

Published on: 11/12/2024

Avoid common estate planning mistakes to protect your assets and achieve your Estate Planning goals. Learn tips for updating plans, managing digital assets, and tax-efficient planning from John Davenport from Davenport & Associates in Norwalk, CT

Estate Planning

How to Prepare Your Family for Wealth Transfer | Davenport & Associates

John Davenport

Published on: 04/12/2024

Learn essential tips for wealth transfer with John Davenport from Davenport & Associates in Norwalk, CT. Discover how to communicate with family, organize documentation, and secure a smooth asset transfer.

Estate Planning

Beneficiary Designations vs. Wills: Understanding Asset Transfer in Estate Planning | Davenport & Associates

John Davenport

Published on: 28/11/2024

Learn the differences between beneficiary designations and wills in estate planning from Davenport & Associates. Find out how each impacts asset transfer, tax-efficient planning, and securing your financial future with the guidance of Tax Attorney, John Davenport.

Estate Planning

Tax Strategies in Estate Planning: Minimizing Tax Burdens for Heirs | Davenport & Associates

John Davenport

Published on: 26/11/2024

Discover tax-saving strategies in estate planning with Wealth management services. Learn about trusts, gifting, and charitable giving to reduce estate taxes and secure financial stability for your heirs.

Estate Planning

This site is not a part of the Facebook website or Facebook Inc. Additionally, This site is NOT endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc.

By Completing the Form on this page, you agree to receive sms notifications, alerts, and occasional marketing communication from Davenport & Associates. To unsubscribe, Simply reply "STOP" Your details will be held securely - we guarantee not to spam or pass information on.

This presentation is strictly informational. No investments will be promoted. However, you may be given an opportunity to schedule a follow-up session with the our team presenting the course.

J. Davenport Advisors, LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.