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Can Medicaid Take Your House? How to Protect Your Assets From Nursing Home Costs in CT and NY

By John F. Davenport, Esq. | Davenport & Associates, Norwalk, CT | April 27, 2026 One of the most common questions I hear from families is some version of this: “If my mother needs a nursing home, can Medicaid take her house?” The short answer is: not while she is alive, in most cases. But… View Article

Social Security Spousal Benefits: How They Work, Who Qualifies, and the Mistakes That Cost Couples Thousands

By John F. Davenport, Esq. | Davenport & Associates, Norwalk, CT | April 23, 2026 Social Security is not just an individual benefit. For married couples, divorced spouses, and surviving spouses, there is a second layer of income that most people either do not know about or do not fully understand: spousal benefits. A Social… View Article

56% of Americans Have No Estate Plan. Here Are the 5 Documents Every Family Needs.

By John F. Davenport, Esq. | Davenport & Associates, Norwalk, CT | April 20, 2026 According to the 2026 Trust & Will Estate Planning Report, 56 percent of American adults have no estate planning documents whatsoever. No will. No trust. No power of attorney. No healthcare proxy. Nothing. That number has barely moved in years…. View Article

The New $6,000 Senior Tax Deduction: What Every Retiree Needs to Know

By John F. Davenport, Esq. | Davenport & Associates, Norwalk, CT | April 16, 2026 If you are 65 or older, there is a new senior tax deduction that could save you hundreds of dollars on your federal return, and most retirees do not know it exists yet. The One Big Beautiful Bill Act, signed… View Article

Is Your Old Estate Plan a Time Bomb? Why Credit Shelter Trusts May Be Costing Your Family

By John F. Davenport, Esq. | Davenport & Associates, Norwalk, CT | April 13, 2026 If your estate plan was written before 2018, there is a good chance it contains a provision that was once considered essential but is now, for most families, doing more harm than good. It is called a credit shelter trust,… View Article

Americans Think They Need $1.46 Million to Retire. Here Is What You Actually Need.

By John F. Davenport, Esq. | Davenport & Associates, Norwalk, CT | April 9th, 2026 Northwestern Mutual just released their 2026 Planning & Progress Study, and the headline number is getting a lot of attention: Americans now believe they need $1.46 million to retire comfortably. That is up more than 15 percent from last year… View Article