wealth management

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: Secure Your Digital Legacy Now

Crypto & Estate Planning: Secure Your Digital Legacy Now

Estate planning is more than wills and real estate. It’s a moment to think about protecting your full legacy, from real-world assets to online life. Cryptocurrency is quickly rising as an essential asset. For digital investors, it’s imperative to have your digital portfolio represented in your estate plan. Neglecting this...