• NHTrust Financial Advisors
  • MeredithVillage Savings Bank
  • MerrimackCounty Savings Bank
  • Savings Bank ofWalpole
  • New HampshireMutual Bancorp
  • Contact Us
  • Locations

Meredith Village Savings Bank

Meredith Village Savings Bank
  • Personal
        • Branch Management Team
        • Checking
          • Checking
          • Checking
          • Order Checks
          • $5 Allowance
          • Schedule of Fees
        • Savings, Money Markets, CDs & IRAs
        • Health Savings Accounts
        • Overdraft Programs
          • Overdraft Programs
          • Overdraft Programs
          • CheckReserve Line of Credit
          • Courtesy Pay
        • Deposit Rates
        • Online, Mobile & Telephone Banking
          • Online, Mobile & Telephone Banking
          • Online, Mobile & Telephone Banking
          • Telephone Banking Guide
        • Home Lending
          • Home Lending
          • Home Lending
          • Home Equity Lines & Loans
          • Mortgage Lending Specialists
          • Home Buying Road Map
          • Mortgage Assistance Programs
          • First Time Homebuyers
          • Home Lending Rates
          • Local Realtors
          • Reverse Mortgages
        • Personal Lending
          • Personal Lending
          • Apply Now
          • Personal Lending
          • Personal Lending Rates
          • Credit Cards
        • GenGold Savings & Identity Theft Program
          • GenGold Savings & Identity Theft Program
          • GenGold Savings & Identity Theft Program
          • Local GenGold Partners
          • Newsletters
        • Safe Deposit Boxes
  • Business
        • Business Team
        • Checking & Savings
          • Checking & Savings
          • Checking & Savings
          • Deposit Rates
        • Lending
          • Lending
          • Lending
          • Business Credit Cards
          • Commercial Loan Meeting Checklist
          • Business Plan
          • Loan Application Form
        • Online, Mobile & Telephone Banking
          • Online, Mobile & Telephone Banking
          • Online, Mobile & Telephone Banking
          • Telephone Banking Guide
        • Expanded Business Solutions
        • GenGold® Business Partner Program
  • Resources
        • Financial Education
        • Calculators
          • Calculators
          • College Savings Calculator
          • Loan Calculator
          • Mortgage Calculators
          • Retirement Calculator
          • Savings Calculator
        • Routing Number
        • Newsletter
  • About
        • Careers
        • Community Involvement
          • Community Involvement
          • Community Involvement
          • Fund Application
        • Directors
        • History
        • Leadership
        • Privacy & Security
          • Privacy & Security
          • Privacy & Security
          • Privacy Notice
        • Statement of Condition
        • Values
        • Locations

Financial Education Center

Financial Education Center > Stories
Living in Retirement - Anna
Living in Retirement - Anna
  • Age 72, widow
  • Lived in same house for 30 years
  • Hears about an estate problem
  • Realizes she might have the same problem

 

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.

Your browser does not support the audio tag.

Find more information about
  • Long-Term Care Insurance
  • Planning Your Estate

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not a Bank Deposit Not Insured by Any Federal Government Agency

Meeting with NHTrust Team is without obligation or cost.

NHTrust is a trade name of the New Hampshire Trust and Wealth Management Company. Brokerage services are offered through INFINEX INVESTMENTS, INC., Member of FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Infinex 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. Infinex and NHTrust are not affiliated.

Find Someone To Help
  • Connect with a Financial Advisor
Free Quick Guides
  • Life Insurance
  • Additional Guides
Your Financial Checklist
  • Create Checklist

24 NH Route 25
PO Box 177
Meredith, NH 03253
603.279.7986
800.922.6872
Telephone Banking: 800.394.8769
NMLS#466022

© 2020 Truebridge, Inc.

  • Personal
    • Branch Management Team
    • Checking
    • Savings, Money Markets, CDs & IRAs
    • Health Savings Accounts
    • Overdraft Programs
    • Deposit Rates
    • Online, Mobile & Telephone Banking
    • Home Lending
    • Personal Lending
    • GenGold Savings & Identity Theft Program
    • Safe Deposit Boxes
  • Business
    • Business Team
    • Checking & Savings
    • Lending
    • Online, Mobile & Telephone Banking
    • Expanded Business Solutions
    • GenGold® Business Partner Program
  • Resources
    • Financial Education
    • Calculators
    • Routing Number
    • Newsletter
  • About
    • Careers
    • Community Involvement
    • Directors
    • History
    • Leadership
    • Privacy & Security
    • Statement of Condition
    • Values
    • Locations
Faceook Twitter LinkedIn
  • Personal
    • Branch Management Team
    • Checking
    • Savings, Money Markets, CDs & IRAs
    • Overdraft Programs
    • Deposit Rates
    • Online, Mobile & Telephone Banking
    • Home Lending
    • Personal Lending
    • GenGold Savings & Identity Theft Program
    • Safe Deposit Boxes
  • Business
    • Business Team
    • Checking & Savings
    • Lending
    • Online, Mobile & Telephone Banking
    • Services
    • GenGold Business Partner Program
  • Resources
    • Financial Education
    • Calculators
    • Routing Number
    • Newsletter
  • About
    • Careers
    • Community Involvement
    • Directors
    • History
    • Leadership
    • Locations
    • Privacy & Security
    • Statement of Condition
    • Values
  • Contact Us
  • NHTrust Financial Advisors
  • MeredithVillage Savings Bank
  • MerrimackCounty Savings Bank
  • Savings Bank ofWalpole
  • New HampshireMutual Bancorp