Anna's son, Scott had just talked with their lawyer, and was shocked by how much his wife, Ellen, owed in taxes on her parents' estate. "Remember that summer house on the beach?" said Scott. "We may have to sell it." "No!" said Anna. "That house is a jewel – and it's been in Ellen's family forever." Scott explained that the house was now worth $1,000,000. "So to pay the inheritance taxes, you may have to sell the house," said Anna. "Exactly," said Scott. As they talked, Anna realized she was in exactly the same position: all of her assets were in her name, and she had no protection against estate taxes – or her own disability. She needed a financial planner as much as Scott and Ellen did!
Click on the "PLAY" button to listen to the story.
Meeting with NHTrust team is without obligation or cost.
NHTrust is a trade name of New Hampshire Trust Company. Brokerage services are offered
through Osaic Institutions, Inc., Member FINRA/SIPC. Investment and insurance products
are subject to investment risk, including the possible loss of value. Products and services made
available through Osaic Institutions are not insured by the FDIC or any other agency of the
United States and are not deposits or obligations of nor guaranteed or insured by any bank or
bank affiliate. Osaic Institutions and NHTrust not affiliated.
This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
Strictly Necessary Cookies
Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.
If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.