Episode
You Already Have an Estate Plan (You Just Didn't Write It) with David Haughton
- Podcast
- Mitlin Money Mindset
- Published
- Feb 4, 2026
- Duration seconds
- 1931
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Summary
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 when they avoid estate planning. You'll learn why your estate plan shouldn't be a one-and-done document, the assets most people don't realize they have, and how the same tax-saving strategies you hear about billionaires using can work for you too. Topics discussed: Introduction (00:00) David's career and passion for estate planning (01:45) Why estate plans are important for everyone (05:57) Top things people need to know about estate planning (10:35) What business owners need to know about estate planning (14:15) David's asset-by-asset approach to dividing your estate (17:07) The billionaire estate tax saving strategy (20:53) How he uses humor to educate people on estate planning (25:00) Why Carson Group was the right fit (27:09) What brought you JOY today? (28:37) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents : https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist : https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz : https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn : https://www.linkedin.com/in/lawrencesprung/ Instagram : https://www.inst…