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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


Year End Gifting and Donations

Tax laws are complex and can be a challenge but one thing is certain: our charities and non-profits need our donations more than ever. The deductibility is a bonus, just be sure to have the right documentation to meet IRS requirements - if asked.
(read more)


Options to Consider When Seniors Age in Place

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.
(read more)

 

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Front Row: Liza Horvath, President & CEO; Joy Julian, Project Manager;
 Back Row: Nick Horvath, IT Department
Not Pictured: Skip Wickiser, Vice President & Manager, Real Estate Division;
Isaac Drake, Accounting Division; Stacey Counsell, Executive Assistant

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. 

 

 

SIDEBAR

TRUSTEES & TRUSTEE DUTIES

PLANNED GIVING & CHARITABLE BEQUESTS

ESTATE PLANNING FOR PETS

YOUR ESTATE PLAN

CRITICAL CHOICES FOR HEALTH CARE

FAMILY OFFICE

AGENCIES: WHO DOES WHAT



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The information provided on this website is intended as general reference information only, and is not intended to be a substitute for professional advice based on a particular or factual situation. The information on this web site does not constitute professional legal advice, accounting or tax advice and should not be interpreted as such. Although we have made every reasonable effort to ensure that the information provided is accurate, MontereyTrust, its Members, shareholders, managers and staff, make no warranties, expressed or implied, on the information provided on this web site. The user of the information contained herein accepts it as is and assumes all responsibility for its ultimate use.

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