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BRIEFS

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


Skimping on Legal Fees Can Cost You

Take the time, spend the money and get a plan – along with a relationship with a trusted advisor that will truly provide the outcome you desire. It will not be the cheapest plan – but hopefully it will work.
(read more)


The Fatal Flaw in Identity Theft Protection

Unfortunately, months prior you had lost interest in using your computer and your identity theft company was not notified. The scammers sailed right in and now you must deal with fraudulent credit card accounts and mobile phone accounts - all of which are being charged to you. Identity theft protection is a good thing but, like all of our planning in today's world, it must be backed up - it is essential to have a "Plan B." The only way to stay safe is to be organized, make plans for the things we cannot foresee and keep family or trusted advisors close.
(read more)

 

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Front Row: Connie Chisum, Liza Horvath, Stacey Councell
 Back Row: Nick Horvath, Skip Wickiser, Isaac Drake

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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