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Monterey Trust Management
Private Client Services
400 Camino El Estero
Monterey, CA 93940
Phone: 831-646-5262
Fax: 831-646-5281


SENIOR ADVOCATE
By Liza Horvath


The Collision of Baby Boomer with Seniorhood

Enhanced focus, however, can have its drawbacks. Unscrupulous individuals or overreaching service providers may view the senior market as easy targets with lots of bucks at their disposal and, unfortunately, that vulnerability may be try. Just reading fellow columnist Peter Hoss' articles on the growing problem of senior scams emphasizes the escalating problem.
(read more)


Avoiding Shock and Awe

This scenario - or a similar version - plays itself out every day. Once child makes their home near the parents while another leaves the area, counting on the "stay at home" sibling to care for aging parents. The at-home child may initially feel pride that a parent looks solely to them for care but, unfortunately, that pride can turn to resentment when they see that sister or brother is off enjoying life while they are feeling overwhelmed by the medical, housing and financial needs of a parent.
(read more)

 

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Front Row: Liza Horvath, President & CEO; Joy Julian, Project Manager;
 Back Row: Nick Horvath, IT Department
Not Pictured: Skip Wickiser, Vice President & Manager, Real Estate Division;
Isaac Drake, Accounting Division; Stacey Counsell, Executive Assistant

Unlike traditional wealth management firms such as banks and brokerages, Monterey Trust Management, Private Client Services does not sell investment and financial products.

We do two things and we do them extremely well:

 Family Office Services and Trustee Services

Monterey Trust Management works with your team of trusted advisors in a fully objective capacity helping identify and facilitate sophisticated legal and financial solutions. 

 

 

SIDEBAR

TRUSTEES & TRUSTEE DUTIES

PLANNED GIVING & CHARITABLE BEQUESTS

ESTATE PLANNING FOR PETS

YOUR ESTATE PLAN

CRITICAL CHOICES FOR HEALTH CARE

FAMILY OFFICE

AGENCIES: WHO DOES WHAT



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The information provided on this website is intended as general reference information only, and is not intended to be a substitute for professional advice based on a particular or factual situation. The information on this web site does not constitute professional legal advice, accounting or tax advice and should not be interpreted as such. Although we have made every reasonable effort to ensure that the information provided is accurate, MontereyTrust, its Members, shareholders, managers and staff, make no warranties, expressed or implied, on the information provided on this web site. The user of the information contained herein accepts it as is and assumes all responsibility for its ultimate use.

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