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

Maximizing Wealth: Comprehensive Financial Planning & Estate Strategy | Davenport & Associates

By: John Davenport

Published on: 21/11/2024

Learn how comprehensive financial planning combined with estate planning can maximize wealth transfer, reduce taxes, and secure financial future for generations with John Davenport from Davenport & Associates in Norwalk, CT

Estate Planning

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