Discussing End-of-Life Preferences: Insights from Pew’s 2025 Survey
The Conversation Too Many Avoid End-of-life Preference discussions can feel uncomfortable, but a 2025 Pew Research survey reveals a startling gap: only 43% of Americans over 50 have talked preferences with family, leaving 70% without clear directives amid rising longevity and care costs. For most Americans, this silence risks unwanted treatments or family conflicts. At… View Article
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Annuities Inside 401(k)s in 2025: New Guaranteed Income Options
Your 401(k) Just Got a Pension Upgrade In 2025, a quiet revolution is happening inside millions of 401(k)s: annuities are now the fastest-growing plan feature, with 42% of large plans offering them—the highest ever. New DOL and IRS rules make it easier than ever to turn part of your retirement savings into guaranteed lifetime income… View Article
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Estate Planning Gaps by Demographics: Insights from Trust & Will’s 2025 Report
The Hidden Gaps in Legacy Planning A new 2025 report from Trust & Will reveals stark disparities in estate planning: while 45% of Americans have a plan, gaps persist by gender, location, and ethnicity, leaving 55% vulnerable to probate, taxes, and family conflicts. For most Americans, these demographics matter—women, rural residents, and certain groups lag… View Article
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Year-End Gifting Strategies: Maximize $18K Limit Before 2026
Gifting – Your Tax-Smart Legacy Tool As 2025 winds down, the $18,000 annual gift tax exclusion offers a powerful way to reduce your estate while funding family futures. For American’s with $250K+ in assets, gifting shrinks taxable estates before the Tax Cuts & Jobs Act (TCJA) sunset potentially doubles taxes in 2026. With 70% of… View Article
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Demographic Shifts: Estate Planning for Blended Families and Gen Z Heirs in 2025
Legacy Planning in a Changing World With blended families comprising 16% of U.S. households and Gen Z entering inheritance conversations, 2025 estate planning must adapt to diverse dynamics. For most Americans over 50, traditional wills risk conflicts or digital oversights, leaving 70% unprepared for heirs’ unique needs. At J. Davenport Legal, we craft inclusive plans… View Article
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Elder Law Trends 2025: Housing Strategies and Downsizing for Asset Protection
Your Home – The Ultimate Asset at Risk Imagine your family home, the cornerstone of your legacy, at risk from rising care costs or Medicaid recovery rules. For most aging American’s, elder law trends in 2025 make housing a focal point for protection. With 50% of retirees facing long-term care expenses exceeding $100K annually, downsizing… View Article
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