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Estate Planning


Multi-generational planning is central to the Moneta Family CFO concept. Your advisor will help you decide if, when, and how much of your estate will pass on to future generations. He or she will orchestrate family meetings designed to simplify complex financial issues for your family members and help various generations understand the overall wealth strategy. No one likes unpleasant surprises or unexpected financial burdens. Our goal is to ensure that Moneta families avoid those situations by maintaining comprehensive, current estate plans.

Your Moneta Group team, including our internal estate planning experts, works in tandem with your other advisors to develop your estate plan, then coordinates with your personal attorney to draft the required documents. We believe this is the most prudent way to offer you completely unbiased advice and opinions on estate planning. As family goals and estate laws change, Moneta monitors your situation and recommends changes to the estate plan when appropriate.