• Trusts
  • Estate Planning
  • Taxes
  • Planned Giving
  • Who Can Help
Are your legal documents safely stored?

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


To You, I Leave My Bitcoins

Digital assets, however, are often overlooked by planning advisors and can be entirely out of view when considering planning. Most of the time, the oversight does not result in any particular harm, but the impact of virtual currency, Bitcoin in particular, is changing every moment and in the not too distant future may be a part of everyone's lives.
(read more)


Expressions of Love

It is the planning process, however, that often allows us to witness our fellow man at his best - contemplating life, thoughtfully making decisions and expressing care and deep concern for the ongoing welfare of loved ones. At times a client's reflection can involve the recognition that a spouse or child lacks certain strengths and could, in fact, be vulnerable after we are gone.
(read more)

 

Want More Articles?
Check the Archive Here

 

 


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



USEFUL LINKS
             
Home         Search Contact Us
 
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.

© 2014 MontereyTrust.com.  All Rights Reserved. Follow Us on Facebook!  Credits