# David Haughton
Suosituimmat podcast-jaksot
Päivitetty:
david haughton (1924–1991) was a British artist associated with the St Ives movement. Many of his paintings, etchings and drawings feature aspects of the Cornish landscape, particularly the area around St Just.
== Biography ==
Haughton was born in London, spent his early childhood in India and later studied painting at the Slade School.
Titling Assets: The Critical Step After Estate Docs Are Signed
Titling assets correctly is one of the most overlooked but critical parts of estate planning. In this episode, Thomas Kopelman and David Haughton unpack the complexities of properly funding a trust—breaking down how to handle everything from bank accounts and investment accounts to business interes…
Tax and Estate planning: the default won't cut it with David Haughton
Steven is joined this week by David Haughton, Senior Corporate Counsel at Wealth.com, to talk all things estate planning and, in particular, the overlap between taxes and estate planning. David and Steven discuss the changes (and lack of changes) in the Big Beautiful Bill and how advisors should th…
Everything you need to think about tax planning before the year's end
Join hosts Thomas Kopelman and David Haughton as they explore essential end-of-year tax planning strategies for financial advisors. This episode provides a comprehensive checklist, covering everything from maximizing deductions and charitable giving to Roth conversions and tax loss harvesting. Equi…
Dive Into the One Big Beautiful Bill
In this episode of the Practical Planner podcast, hosts Thomas Kopelman and David Haughton delve into the intricacies of the "One Big Beautiful Bill," exploring its unexpected twists and implications for estate planning, income tax brackets, and more. They discuss key changes, such as the increase …
Top Estate Planning Mistakes
In this episode of the Practical Planner Podcast, hosts Thomas Kopelman and David Haughton dive into the critical topic of estate planning. They discuss common mistakes people make, such as not having an estate plan, failing to update it after life changes, and the pitfalls of do-it-yourself planni…
You Already Have an Estate Plan (You Just Didn't Write It) with David Haughton
Estate planning sounds complicated, but it's a lot simpler than dealing with the mess of not having a plan. Because if you don't write one, the government will.
In this episode, VP of Estate Planning at Carson Group, David Haughton, breaks down what it really costs families and business owners whe…
Probate Isn’t the Boogeyman?
In this episode, Dr. Chris challenges the ultimate retirement "boogeyman" by explaining why probate isn't a mission failure, but a strategic tool for protecting your legacy. We’ll also clear the air regarding the headlines about the Iran conflict and the US dollar, helping you distinguish between r…
Everything You Need to Know About Revocable Trusts (w/ David Haughton, JD, CPWA®)
Most people who have a trust don't actually understand it. They know they have one but they don't know what's in it, whether it's funded, or what happens when something goes wrong. In this episode, David Haughton (estate planning attorney and one of my favorite people to talk to about this stuff) b…
How Estate Planning Has Changed in 2026 (w/ David Haughton, JD, CPWA®)
The estate tax exemption is now $30 million for married couples. In this episode, David Haughton, JD, CPWA® joins me to break down exactly where estate planning stands in 2026. What changed with the One Big Beautiful Bill, who actually needs to be planning aggressively right now, and why flexibilit…
Medicaid Planning For Long-Term Care And Its Ethical Implications For Advisors, With David Haughton
While some individuals are able to pay for long-term care expenses through savings and/or through insurance benefits, others end up relying on Medicaid benefits to fund these costs. While doing so allows them to access needed services, it can require that they first sharply draw down their assets. …
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