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

By: 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

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