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.
Will vs. Revocable Living Trust in 2026: The Difference and Which One Your Family Actually Needs
One of the most common questions I hear from families at their first estate planning meeting is a simple one: Do I need a will or a trust? What is actually the difference? It is a reasonable question. And the honest answer for most families is: you need both. But they do completely different jobs,… View Article
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The Estate Tax Exemption Is Now $15 Million in 2026: Does Your Estate Plan Still Make Sense?
On January 1, 2026, the federal estate tax exemption increased to $15 million per person — $30 million for married couples. It is now permanent, with no scheduled expiration. If you read that and thought, ‘that doesn’t affect me — my estate isn’t anywhere near $15 million,’ I want to stop you right there. Because… View Article
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Social Security Full Retirement Age Just Changed in 2026: What It Means for You
In 2026, Social Security’s full retirement age officially reached 67 — completing a 42-year transition that began with a congressional reform in 1983. If you were born in 1960 or later, your full retirement age is now 67. That is the final number. It will not go up again under current law. This change affects… View Article
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What Happens If I Die Without a Will in 2026? (Intestate Succession Explained)
One of the most common estate planning fears is: “What happens if I die without a will?” The answer is intestate succession — state laws decide who gets your assets, who raises your kids, and how everything is handled. In 2026, dying without a will (intestate) can create unnecessary delays, costs, and family stress —… View Article
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Why 2026 Is the Perfect Year to Finally Get Your Will or Trust
New Year, New Peace of Mind New Year’s resolutions often focus on fitness or finances—but 2026 is the ideal time to finally create (or update) your will or trust. With major tax changes looming and 70% of Americans still without a plan, this year offers unique motivation. At J. Davenport Legal, we’ve helped thousands turn… View Article
READ MOREEstate Planning for the New Year: Start with These 3 Easy Steps
A Fresh Start for Your Legacy in 2026 New Year’s resolutions often focus on health or finances—but estate planning is the ultimate gift to your family. With 70% of Americans lacking a plan, these 3 easy steps get you started in 2026 without overwhelm. At J. Davenport Legal, we make it simple for families all… View Article
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