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

By: 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

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

By: 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

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Will vs. Trust: Key Differences for Estate Planning

By: John Davenport

Published on: 04/11/2024

Discover the differences between wills and trusts in estate planning from Davenport & Associates in Norwalk CT. Learn which option suits your asset protection, privacy, and probate needs.

Estate Planning

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