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


Developing a Wealth Habit

A successful entrepreneur who knows real estate well and became wealthy by investing in commercial buildings, for instance, is unlikely to invest in the stock and bond market. The entrepreneur likes real estate and he understands it. The opaque nature of stock market investing is unknown and therefore frightening to him and he will stay with what has worked for him. 
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Real Estate Fraud

We are fortunate to live in a county – and in a country – that is very diligent with regard to real estate ownership and the taxation of that real estate. Monterey County, under the supervision of Steve Vagnini, the county assessor, is vigilant and fair in the assessment of properties for tax purposes. When we had the great recession and property values dipped, his office voluntarily reassessed properties at the lower values and sent those lower tax bills out to owners.  
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Liza Horvath

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