Monterey Trust Management
There is so much
assistance available through the VA that often unaware of the extent of
services they can access. George felt like life was starting anew for
him - so much so that he used the "Vets First" program which helped him
obtain a small business loan to start a new company.
often seems way too soon after someone has died that an heir will call
the executor or trustee and ask, "How much will I inherit and how soon
can I get it?" Open communication with heirs help assuage fear and, in
truth, an executor should try and minimize surprises - especially if
they could be unpleasant.
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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.
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