Simplifying the SECURE Act and What it Means for Your Estate Plan

by Kelly Fortado | Feb 6, 2020 | Estate Planning and Philanthropy, Investments, News Room

Many estate plans need to be adjusted after the government made major changes to how retirement plans are accessed, taxed and distributed with the “Setting Every Community Up for Retirement Enhancement Act” (SECURE Act). This legislation carrying substantial...

Moneta Group’s Customized Services: Family Meetings [VIDEO]

by Kelly Schmitt | Jun 23, 2016 | Estate Planning and Philanthropy, Family CFO Services, Videos

At Moneta, we believe that it is important for High Net Worth individuals to sit down with their adult children and discuss the family’s long term financial plans. We call this a Family Meeting. Learn more by watching our latest video featuring Estate Planning...

Christie Schmuke Featured in Town & Style Magazine

by Kelly Schmitt | Jun 3, 2015 | Estate Planning and Philanthropy, News Room

Moneta Group’s Estate Planning Consultant, Christie Schmuke, J.D., was featured in the June 3 issue of Town & Style Magazine. Read the article online by clicking here or get the full story below: — Careful & Constant Planning: Moneta Group June 1,...

Watching Over the Ones You Love [VIDEO]

by Kelly Schmitt | May 30, 2015 | Estate Planning and Philanthropy, Videos

Learn more about Moneta’s Estate Planning services and what sets them apart in the video below.

Choosing a Trustee: Who Should Hold the Purse Strings?

by Kelly Schmitt | May 26, 2015 | Estate Planning and Philanthropy

Initially, developing an estate plan can seem overwhelming. However, having a plan in place will reduce anxiety for you and your entire family.  Before you start worrying over who gets Grandma June’s antique vase, take a step back and consider who should be in charge....

Healthcare Power of Attorney: Five Things to Consider

by Kelly Schmitt | May 19, 2015 | Estate Planning and Philanthropy

Conversations about end-of-life care can be just as difficult as the decisions themselves; however, a healthcare power of attorney is an important legal document that every adult over the age of 18 should have in place and should discuss with their loved ones....