New Hampshire Shores Trust in the news
As featured in
Dolly Parton Estate Drama Shows Limits of Even Careful Planning
October 7, 2026
InvestmentNews spoke with estate planning attorney Kathleen Pence and Sean Houghton, Director of Personal Trust Services at New Hampshire Shores Trust, about the lessons a high-profile estate dispute offers financial advisors. The article explores the importance of clearly defined trust structures, beneficiary and employment arrangements, fiduciary responsibilities, and successor trustees to help families and business owners prepare for unexpected conflicts.
Legacy Planning Can Get a Little Awkward. That’s OK
October 2, 2026
It pays to start the estate planning process early, make frequent updates and plan for emergencies. Clear communication with family members, well-structured estate documents, and regular reviews can help prevent misunderstandings and ensure that assets are distributed according to your wishes. Taking proactive steps today can make difficult decisions easier for loved ones and help protect your legacy for generations to come.
Unlike Robotaxis, Estate Planning Shouldn’t Be on Autopilot
September 11, 2026
The Daily Upside turned to Sean Houghton, Director of Personal Trust Services at New Hampshire Shores Trust, for insight into why estate planning should never be treated as a one-time exercise. Houghton explains how changes in family dynamics, wealth, residency and beneficiary wishes can affect an estate plan, underscoring the importance of regularly reviewing trust documents, asset titling, trustee designations and relationships with the next generation.
People & Company News
August 14, 2026
New Hampshire Shores Trust Expands CFSI’s Advisor-Friendly Trust Services Capabilities
August 10, 2026The Toronto Telegraph spotlights the launch of New Hampshire Shores Trust, a new advisor-friendly trust services business established by Community Financial System, Inc. With a new office in Manchester led by Sean Houghton, CTFA, the firm gives financial advisors access to New Hampshire’s flexible trust laws and specialized fiduciary capabilities while allowing them to remain at the center of their client relationships.
New Hampshire Shores Trust Expands CFSI’s Advisor-Friendly Trust Services Capabilities
August 10, 2026Yahoo Finance featured New Hampshire Shores Trust’s expansion of CFSI’s advisor-friendly fiduciary capabilities into one of the nation’s leading trust jurisdictions. Through its new Manchester office, led by Sean Houghton, CTFA, the firm offers directed and delegated trust solutions designed to complement existing advisory relationships and keep financial advisors at the center of client service.