David Haughton

1 thing David uses or recommends, from 1 episode.

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Qualified Disclaimer Finance & investing

Recommends it · 1 episode

"If you were to accept an inheritance and then turn around and give it to your children rather than disclaiming it, then you're going to be using up that gift tax balance, and you may not want to do that. So, a disclaimer is a great way to totally bypass that process and have it act as if it never went through your estate at all."

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Qualified Disclaimer Recommends it "If you were to accept an inheritance and then turn around and give it to your children rather than disclaiming it, then you're going to be using up that gift tax balance, and you may not want to do that. So, a disclaimer is a great way to totally bypass that process and have it act as if it never went through your estate at all." Only David
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Also mentioned in passing (5)