Estate Planning and Philanthropy

June 23, 2016

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

At Moneta, we believe that it is important for High Net Worth individuals to sit down with their adult children and…

June 3, 2015

Christie Schmuke Featured in Town & Style Magazine

Moneta Group’s Estate Planning Consultant, Christie Schmuke, J.D., was featured in the June 3 issue of Town & Style Magazine….

May 30, 2015

Watching Over the Ones You Love [VIDEO]

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

May 26, 2015

Choosing a Trustee: Who Should Hold the Purse Strings?

Initially, developing an estate plan can seem overwhelming. However, having a plan in place will reduce anxiety for you and…

May 19, 2015

Healthcare Power of Attorney: Five Things to Consider

Conversations about end-of-life care can be just as difficult as the decisions themselves; however, a healthcare power of attorney is an…

May 11, 2015

Four Things You Should Know about Writing a Will

When people think about estate planning, the first thing they often think about is wills. Ideally, every adult, especially those…

February 25, 2014

Using Lifetime Trusts for Children in Your Estate Plan

As Benjamin Franklin told us over 200 years ago, “In this world, nothing is certain except death and taxes.” Nobody…

January 11, 2010

Estate Taxes – A Headache for 2010

Did you know that as of January 1, 2010, the estate tax has been repealed? Bill Gates, the founder of…