Episodes featuring David Haughton
Browse episodes where David Haughton appears as host or guest. View all episodes →
Key Rules And Pitfalls To Execute Qualified Disclaimers Successfully, With Dave Haughton
Estate attorney David Haughton of Hargrove MSO explains how heirs can refuse an inheritance through a qualified disclaimer, the four IRS rules it must meet, and why advisors should slow down after a death to avoid...
Medicaid Planning For Long-Term Care And Its Ethical Implications For Advisors, With David Haughton
David Haughton, vice president of estate planning at Carson Group, explains Medicaid planning strategies for long-term care, their trade-offs, and why advisers must focus on whose goals they are actually serving.