Ms. Hart Case Study
Ms. Hart
- Retiree

Income - $35k+
Net Worth - $5mm
Wealth Management Interest - Estate Planning / Gifting

Ms. Hart Case Study
Ms. Hart
- Retiree

Nancy (84) is as frugal as could be! Because of her wonderful saving and spending habits, and good investment results, she's amassed a sizable estate. She wants to understand how her estate will be distributed when she passes away. She's also worried about having to pay state estate taxes.

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