David Haughton

David Haughton, Senior Corporate Counsel at Wealth.com, specializes in the intricate dance between estate and tax planning. He discusses the profound implications of the Big Beautiful Bill and warns against the perils of default planning. Haughton emphasizes the necessity of customized strategies for individuals and underlines the critical role technology plays in modern estate planning. He also highlights the urgency brought by recent legislative changes, urging advisors to equip clients with the right tools for proactive estate management.