Why do you need an estate plan?
Clarity today. Continuity tomorrow.
A thoughtful plan gives you control over distributions, protects loved ones, and can minimize estate-related taxes while naming the right people to act when you can’t. Our Family CFO model coordinates the legal, tax, investment, and trust elements so everything works together.
Control and protection
Decide who receives what, how, and when.
Tax awareness
Strategies to reduce potential estate/gift tax exposure where applicable.
Less burden on family
Clear roles for executors, trustees, and guardians; fewer surprises.
How we work together
From intentions to implementation
Discovery goals
Document strategy
Tax and gifting design
Implementation and funding
Reviews and updates
Core documents and foundations
The essentials most families need
Will & Pour-Over Will
Revocable Living Trust
Durable Power of Attorney
Healthcare Directives / Living Will
Proper Titling & Beneficiary Designations
Resource Download:
An introduction to estate planning documents and decisions that give you peace of mind.
Planning for families and future generations
Thoughtful structures for children and heirs
Trusts can delay or shape access, provide professional management, and address special circumstances (such as spendthrift concerns, special needs). Consider Generation-Skipping Trust (GST) implications for multi-generational transfers; advanced planning may be required.
- Special Needs Trusts - protect benefits while providing supplemental support
- Guardianship and trustee roles - clarify authority and succession
Business owners and complex assets
Succession with intention
For closely held businesses, real estate, and alternative assets, coordinated planning (buy-sell agreements, trusts, family entities) can aid continuity and tax efficiency while clarifying decision-making for the next generation.
- Family LLCs / Partnerships - control, valuation discounts, liability
- Coordinating with your corporate team, CPA, and counsel - Moneta-led integration
Philanthropy strategy
Align your giving with your values
From donor-advised funds to charitable trusts, we help design tax-aware strategies that reflect your family’s values, with implementation coordinated across your advisory team.
Digital assets and modern considerations
Don’t forget what lives online
Include instructions and authority for managing digital accounts, IP, and cryptocurrency. Name stewards and documenting access in line with applicable law.
Trust services integration
When a corporate trustee makes sense
When your plan requires ongoing fiduciary administration, Moneta Trust can serve as corporate trustee—coordinated with your Family CFO—to carry out your intent with clarity and care.
YOUR NEXT STEP
The best time is now
Life's biggest moments—selling a business, retiring, receiving an inheritance, or planning your legacy—are easier and more rewarding when you have a Family CFO in your corner before they happen. With Moneta, you're prepared for every opportunity and challenge, with a strategic plan already in place and a trusted guide ready to help you make confident decisions. The best time to start is now.
Latest Insights
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