Tag: estate planning
7 posts tagged as "estate planning"
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 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 7, 2014
Moneta Group Hires Schmuke as Estate Planning Consultant
Christie Schmuke, Estate Planning Consultant High resolution photo available upon request. ST. LOUIS—January 7, 2014—Moneta Group Investment Advisors, LLC (“Moneta”)…