Why You Need a Will in 2026 – Even If You Have a Trust
Many people approaching retirement in Norwalk, CT and across the country ask: “If I already have a revocable living trust, do I still need a will?” The short answer is yes — and here’s why it’s one of the most important (and often overlooked) pieces of your estate plan. As John F. Davenport, licensed attorney… View Article
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Presidents’ Day 2026: Estate Planning Lessons from U.S. Presidents’ Legacies
Presidents’ Day celebrates leadership and legacy—perfect timing to reflect on how America’s presidents planned (or didn’t) for their families’ futures. As John F. Davenport, licensed attorney in New York and Connecticut and founder of J. Davenport Advisors and Davenport & Associates in Norwalk, CT, often shares: thoughtful estate planning isn’t just legal paperwork—it’s leadership in… View Article
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Generational Wealth Transfer in 2026: Preparing for Gen Z Heirs and Values-Based Planning
With permanent higher federal estate tax exemptions ($15M individual/$30M couple in 2026 via OBBBA), more families focus on meaningful wealth transfer—not just dollars, but values—to the next generation. Gen Z heirs (born 1997–2012) often prioritize impact: sustainability, social good, financial literacy. Many parents/grandparents want to pass wealth thoughtfully—encouraging responsibility while supporting causes heirs care about…. View Article
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Medicaid and Asset Protection Planning in 2026: Key Strategies for Long-Term Care Concerns
Long-term care costs continue rising—2026 national averages estimate ~$119,000+ annually for a nursing home shared room (or $11,000+/month), per recent reports. Many American’s worry about depleting savings or home equity for nursing home care, potentially leaving little for spouses, kids, or grandkids. Medicaid can help cover long-term care for eligible individuals, but strict asset/income rules… View Article
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The Ultimate 2026 Estate Planning Checklist: Simple Steps to Get Started Before Year-End
Did you know that about 70% of Americans don’t have any estate plan? If you’re one of them, you’re not alone—and it’s easier than you think to take the first steps. An estate plan isn’t just for the wealthy; it’s a loving way to protect your family, avoid probate headaches, and give everyone peace of… View Article
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Estate Planning for the New Year: Start with These 3 Easy Steps
A Fresh Start for Your Legacy in 2026 New Year’s is the perfect time for a fresh start—and estate planning is one resolution that gives your family lasting peace of mind. With 70% of Americans lacking a plan, these 3 simple steps help you begin (or update) without feeling overwhelmed. At J. Davenport Legal, we… View Article
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