David Haughton, JD

David Haughton is an advanced planning consultant at Commonwealth Financial Network®, Member FINRA/SIPC, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since March 2018, David provides estate, trust, charitable, education, business, and social security planning support to advisors. He graduated with a BA from the University of Massachusetts and earned his JD at the Massachusetts School of Law. He is admitted to the Massachusetts and New Hampshire bar, as well as the U.S. District Court, District of Massachusetts, and the U.S. District Court, Court of New Hampshire.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Benefit or Backfire: Navigating the Irrevocable Medicaid Trust

Benefit or Backfire: Navigating the Irrevocable Medicaid Trust

Posted by David Haughton, JD

July 10, 2018 at 10:00 AM

Establishing an irrevocable Medicaid trust can help protect assets from liquidation when the need for an extended nursing home stay arises. When this strategy works, a loved one’s admission to a long-term care facility does not result in a substantial spend-down of investments, and wealth can be preserved and transferred to the next generation. But a strategy involving placing assets into an irrevocable arrangement should not be entered into lightly, especially if there are viable alternative protection strategies available.

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Topics: Financial Planning

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