Did you know that over 60% of Americans don’t have an estate plan?1
This leaves over half of Americans’ financial futures and legacies at risk.
At Davenport & Associates, we understand the importance of ensuring that your assets are used exactly as you wish after you’re gone. Our Estate & Legacy Planning services are designed to guide you through the intricate process of estate planning, ensuring that your assets go to the individuals and causes you intend without becoming entangled in the complexities of probate.
1. 67% of Americans have no estate plan. Here’s how to get started on one (cnbc.com)
Whether you have personal accounts, business properties, or other valuable assets, it is vital to have a comprehensive plan in place for their seamless transition. Failing to plan properly can result in unintended consequences for your loved ones, leaving them facing financial and emotional difficulties. At Davenport & Associates, we take great pride in helping our clients confirm their estate and legacy plans. Your written plan works hand- in- hand with your retirement strategy, outlining beneficiaries and providing a secure and detailed transition strategy. We prioritize the success and well-being of our clients and their families.
Our Estate & Legacy Planning services encompass a range of crucial aspects, so that you can have greater confidence knowing your assets are safeguarded for your family’s future. We offer:
Make sure your family is fully protected by creating a comprehensive will or revocable trust. Errors in these documents can add unnecessary pain and confusion to an already challenging time. We excel at crafting these legal instruments to provide you with peace of mind.
Be confident knowing that your loved ones will be looked after according to your wishes. Estate planning is an act of love, and we’re here to guide you every step of the way.
Avoid potential legal issues and disputes by having a well-drafted plan. We ensure that your wishes are crystal clear and legally sound.
Your well-being is paramount to us, and our Estate & Legacy Planning services are designed to provide you with comfort and assurance.
A single appointment with us can solidify your future financial planning and put your mind at ease. We understand that estate planning can be complex and overwhelming, but our experienced team will simplify the process and ensure that your legacy is secured according to your desires.
Design your legacy, protect your family, and ensure that your assets are used in the way you intend. Contact Davenport & Associates today to start your journey towards a secure and lasting estate and legacy plan. Your legacy matters, and we’re here to help you make it a reality.
Fill out the form below to request an estate planning appointment with us!
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Fill out the form below to request an estate planning appointment with us!
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