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

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