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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


Self-Protection Checklist for Estate Beneficiaries

One thing to remember is to keep copies of the trust document – if mom and dad did not give you a copy, ask the trustee for one. In most cases, you are allowed, by law, to have a copy and, with a copy in hand, you can better understand the terms. Also, if it ever comes to having to shop for a new trustee due to unsatisfactory service, you will be in a much better position because the trust will set forth how you can replace a trustee with a new one. 
(read more)


Do Money Managers Add Value to Your Financial Picture?

Yes, money managers and brokers can be important but remember to ask the right questions: If a mutual fund is recommended, will a less expensive index fund fill the bill? Find out how your manager is compensated – is it strictly the fee you pay or will they receive payment from the company for placing you in the company’s funds?
(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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