July 2026 Market Update
July 15, 2026
Quarterly Letter “I am all for Artificial Intelligence (AI). There is a shortage of the real thi...
A Thoughtful Approach to
Thoughtful estate planning can ensure your legacy and enhance the lives of your family for generations to come. We offer a full complement of estate planning and administration services to help make your vision for the future a reality.
Estate planning and administration services
Design, implement, and administer estate planning strategies
Manage intra-family note payments, entity distributions, and other transfers
Coordinate information for gift tax and estate tax return preparers
Provide estate document summaries and estate disposition diagrams
Analyze optimal property titling
Moneta Trust
One Trusted Relationship to Manage a Lifetime of Assets
Moneta ensures the long hours we have worked with you to clarify your goals are carried through when it matters most.
GIVING IS OFTEN THE GREATEST REWARD
For many of those who have achieved wealth, giving back is an important goal. We act as your Chief Philanthropy Officer to help you consider your “Why” and foster engagement in thoughtfully structured, strategic, and impactful giving aligned with your personal values.
- Assist with formulating philanthropic goals
- Counsel on charitable giving vehicles based on defined goals
- Identify optimal assets for giving and coordinate with charities
- Provide charitable giving summaries and pledge management
A WEALTH OF INFORMATION
Dive into the latest insights from our expert team with our personal touch.
Raising Charitable Children: Modeling and Mentioning
June 30, 2026
By Anna McDonald, Director of Family Learning Teaching children charitable behavior is essential for i...
Prenuptial Agreements: Shared Values, Transparency and Mutual Protection
June 5, 2026
By Anna McDonald, Director of Family Learning A conversation for families navigating prenuptial agreem...
Is Your Student’s Data Safe? Best Practices After the Canvas Breach
May 8, 2026
By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...