estate planning trusts Archives | Page 2 of 6

Mature couple calmly reviewing Medicaid and long-term care planning documents with advisor at home table

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

Happy mature couple reviewing simple estate planning checklist together at home table

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

Ancillary estate planning documents 2025

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

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

Estate Planning New Year’s Resolutions: 5 Simple Goals for 2026

Make 2026 the Year You Get It Done New Year’s resolutions are all about fresh starts — and estate planning is the ultimate “peace of mind” goal. With 70% of Americans lacking a plan, these 5 simple resolutions can protect your family and legacy in 2026. At J. Davenport Legal, we’ve helped thousands turn “someday”… View Article

The Difference Between a Will and a Trust – Explained Like You’re 5

Imagine You Have a Big Box of Toys (Your Stuff) When you go to heaven, you want your toys to go to the right people without strangers touching them. Option 1: A Will (like a note to the teacher) You write a letter that says:“Dear Judge,Please give my red bike to Sarah and my teddy… View Article

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