The world of finance, investments, and wealth management can be hectic and is constantly changing. Davenport & Associates is here to provide content and insights to help you stay on top of the latest information and how it could affect your current plans and strategies.
Your Beneficiary Designation Form Is More Powerful Than Your Will. Here Is Why That Matters.
By John F. Davenport, Esq. | Davenport & Associates, Norwalk, CT | May 11, 2026 You spent months working with an attorney to draft a will. Maybe a trust as well. You made decisions about who gets what, named an executor, set up provisions for your children. You felt good about it. The plan was… View Article
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By John F. Davenport, Esq. | Davenport & Associates, Norwalk, CT | May 4, 2026 When most people think about estate planning, they think about their house, their investments, and their bank accounts. They think about who gets what and how to minimize taxes. But there is an entire category of assets that most estate… View Article
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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
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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
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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
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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
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