Monterey Trust Management
Most seniors, when
asked, will emphatically state that they want to remain in their homes
and "age in place." Home is where the people, pets and things we love
reside and it is often where life's best memories have been created.
what happens if your trustee and health care agent disagree? Most
seniors want to live at home and many have the financial means to remain
at home with caregivers. What if you have told your trustee - over and
over - about your wishes to remain at home but your health care agent
believe you will be "better off" in a facility?
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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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particular or factual situation. The information on this web site does
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reasonable effort to ensure that the information provided is accurate,
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