Why Estate Planning is Essential in Wealth Management | Davenport & Associates

By: John Davenport

Published on: 13/11/2024

Learn why estate planning is key in wealth management with John Davenport from Davenport & Associates. Discover tax-efficient planning, personal financial goals, and secure financial future strategies.

Estate Planning

Why DIY Estate Planning Templates Can Be Costly | Davenport & Associates | Norwalk, CT Norwalk CT

By: John Davenport

Published on: 12/11/2024

Discover why DIY (do it yourself) estate planning templates can be risky. Learn our take on it at Davenport & Associates in Norwalk CT can help protect your assets, save time, and avoid costly mistakes.

Estate Planning

Revocable vs. Irrevocable Trust: Key Differences Explained | Davenport & Associates

By: John Davenport

Published on: 06/11/2024

Discover the differences between revocable and irrevocable trusts, focusing on control, tax implications, and asset protection. Learn how each option supports legacy planning from Davenport & Associates

Estate Planning