David Haughton, JD, Team Lead, Advanced Planning

David Haughton is a team lead and an advanced planning consultant at Commonwealth. With the firm since 2018, David provides estate, trust, charitable, education, business, and social security planning support to the firm's affiliated advisors. He earned his JD at the Massachusetts School of Law. He is admitted to the Massachusetts and New Hampshire bars, as well as the U.S. District Court, District of Massachusetts, and the U.S. District Court, District of New Hampshire.

Helping Your Clients Plan for the Sunset of the TCJA
What do your clients need to do to plan for the sunset of the TCJA? Understanding the key tax code provisions headed for expiration is a good place to start.
David Haughton, JD
04.03.24
Preserving Client Assets: How to Navigate Irrevocable Medicaid Trusts
Irrevocable Medicaid trusts can protect assets from spend-down provisions when long-term care is needed. Ask these questions to help clients decide if this strategy is right for them.
David Haughton, JD
03.27.24
Avoiding Common Charitable Planning Mistakes: A Guide for Advisors
A poorly executed charitable giving strategy can undermine the impact of your clients' gifts. Brush up on common mistakes clients make and learn what you should advise them to do instead.
David Haughton, JD
05.24.23
Decoding Key Provisions in the SECURE 2.0 Act for Advisors and Their Clients
How could some of the key provisions in the new SECURE 2.0 legislation impact clients' financial plans? Hint: There's more than meets the eye.
David Haughton, JD
01.06.23
How to Engage the Next Generation of Clients: Promote the Family Meeting
Regular family meetings can foster your clients' long-term goals and the next generation's engagement with your firm.
David Haughton, JD
02.16.22
How to Deal with the End of the Stretch IRA
The SECURE Act spelled the end of the stretch IRA. Now what? Learn 7 strategies for helping clients navigate this change.
David Haughton, JD
10.21.20

We value your privacy

This website uses cookies and similar tools, some of which are provided by third parties, to operate and improve our website, enable social media and other features, provide a more tailored experience, and for advertising and marketing. These cookies and tools allow us and third parties to collect user data and communications, IP address and online identifiers, referring URLs and other content and browsing information, and user interactions with this site.

By clicking “Accept All Cookies,” you consent to our use of cookies and similar tools to collect and share information and acknowledge and agree to our Privacy Policy.

Helping Your Clients Plan for the Sunset of the TCJA

Preserving Client Assets: How to Navigate Irrevocable Medicaid Trusts

Avoiding Common Charitable Planning Mistakes: A Guide for Advisors

Decoding Key Provisions in the SECURE 2.0 Act for Advisors and Their Clients

How to Engage the Next Generation of Clients: Promote the Family Meeting

How to Deal with the End of the Stretch IRA