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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


When Irrevocable is Not What it Seems

When we die, our Last Will and Testament, trust agreement or other writings are forever cast in stone, right? Well, the answer is, not always. More and more, courts are approving the amendment or alteration of a person’s estate plan – after they are dead – and this evolving trend has some legal and financial professionals concerned.
(read more)


A Gift to Your Grandchild

A simple investment account is great but how about a 529 college savings plan? These plans are state specific so educate yourself on benefits and limitations. Contributions to a 529 plan are generally tax deductible and the funds grow tax free – increasing the effects of compounding interest. With certain exceptions, if funds are used for qualified higher education expenses, withdrawals are also free from income taxation.
(read more)

 

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

 

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