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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


Directing Death

Baby boomers are a great generation - much has been accomplished and one thing is certain: if there is a way that we can pass a death with dignity or aid-in-dying bill into law and then morph that law into a way to curtail the possible financial, physical and mental toll if faced with a year's long battle that Alzheimer's may take before it finally kills us, we will solve that challenge.
(read more)


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)

 

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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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