Monterey Trust Management
Safe storage of important documents and access when you need them most
gifts have long been the fodder for discussion and disagreement among
tax attorneys and taxing authorities. Making a last minute gift in hopes
that it will reduce your income tax payable, only to have it rejected by
the IRS, is quite awful.
There is a period of
time during which seniors are most vulnerable to financial abuse and,
unfortunately, it is also the time when such exploitation can easily go
Monterey Trust Management, Private Client Services offers fully objective financial and trust services to families and individuals.
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