financial planning

Estate Planner Addresses Crypto Concerns for Aging Investors

Estate Planner Addresses Crypto Concerns for Aging Investors

According to Liza Horvath, president of Monterey Trust Management, she’s tackling the increasing concerns of older investors. She’s advising them on how to include this growing asset class into estate planning. With over three decades of experience in estate and trust management, Horvath addresses the specific anxieties of an 82-year-old...

Crypto Estate Planning's Wild West: 5 Ways to Avoid Disaster

Crypto Estate Planning's Wild West: 5 Ways to Avoid Disaster

Estate planning. Yawn. Sounds like something your grandparents do, right? Wrong. If you’re heavily entrenched in the world of crypto, don’t overlook estate planning. Shutting your eyes like someone driving a Lambo on bald tires isn’t an answer – that’s just a case of potential widespread catastrophe. You consider it...