Estate Planning 101: 10 Common Mistakes to Avoid in 2026
Simple Errors That Cost Families Thousands Even well-intentioned people make estate planning mistakes that lead to probate delays, family fights, or lost assets. At J. Davenport Legal, we see the same 10 issues over and over—and they’re easy to fix. For most Americans, avoiding these saves time, money, and stress. What are the top estate… View Article
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Retirement Planning 101: The 5 Steps Everyone Should Take
Your Simple Path to a Secure Retirement Retirement planning can feel overwhelming, but it boils down to five straightforward steps anyone can follow. For most Americans, starting now ensures you enjoy the lifestyle you deserve without running out of money. At Davenport & Associates, we guide thousands through this process every year. What are the… View Article
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Estate Planning 101: The 5 Essential Documents Everyone Needs
The Foundation of Every Solid Estate Plan Think estate planning is only for the ultra-wealthy? Think again. Whether you have $50,000 or $5 million, these five core documents protect your wishes, your family, and your assets. At J. Davenport Legal, we’ve helped thousands create them in one simple package. What are the five essential estate… View Article
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Retirement Readiness: 2026 Trends in Catch-Up Contributions
The Super Saver Boost You Can’t Ignore If you’re 50+, 2026’s catch-up contributions offer a massive opportunity to supercharge your nest egg before year-end deadlines. With 58% of Americans behind on savings and the Tax Cuts & Jobs Act (TCJA) sunset looming, these enhanced limits can add thousands tax-deferred. At Davenport & Associates, we help… View Article
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Protecting Your Home for the Holidays: Medicaid Planning Before 2026
Keep Your Home in the Family This Holiday Season As families gather for the holidays, many over 50 worry about long-term care costs forcing a home sale—Medicaid’s 5-year look-back can claim your biggest asset if unplanned. With 50% of retirees facing $100K+ care bills and 2026 rules tightening, protecting your home is urgent. At J…. View Article
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Thanksgiving Family Talks: How to Discuss Retirement & Legacy in 2025
Turn Thanksgiving Dinner into a Legacy Conversation As families gather this Thanksgiving, it’s the perfect moment to talk about retirement and legacy—yet 68% avoid these discussions, per TIAA’s 2025 Holiday Survey, leaving wishes unspoken and plans incomplete. For most Americans, these talks ensure your hard work benefits loved ones, not courts or taxes. At Davenport… View Article
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