estate planning | Moneta | Investment Advisors

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”)…