INSURANCE & ESTATE PLANNING
"A man's dying is more the survivors' affair than his own."
- Thomas Mann
DEATH IS ONE OF LIFE'S GREAT BEGINNINGS. Talking about death is never an easy subject. However, deciding how your personal assets are distributed and secured in the event of death is perhaps one of the most important decisions you will ever make. At MORELAND CAPITAL, we hope to make those decisions a little easier.
Estate planning and insurance policies are the processes by which an individual or family arranges the transfer of assets in anticipation of death. An estate plan aims to preserve the maximum amount of wealth possible for the intended beneficiaries and offers flexible options for the individual prior to death.
The tools involved in estate planning include the will, life insurance, various types of trusts, beneficiary designations, powers of appointment, various forms of property ownership, gifting, and various powers of attorney.
- MINIMIZING TAXATION
- PROPER TRUST SELECTION
- STRATEGIES FOR GROWTH AND INCOME
LEGAL NOTICE. Securities and investment advisory products are offered through Gold Coast Securities, Inc. (GCS), member FINRA/SIPC. Thomas Moreland is a registered representative and investment adviser representative of GCS. Moreland Capital Management and GCS are separate and unrelated companies.
The information and contents on this site are for informational purposes only and do not constitute an offer to sell or a solicitation of an offer to buy any security, product, or service. Products and services referred to in this site are available only in those jurisdictions where they are lawfully approved for sale and are sold only through licensed persons that are appropriately registered or exempt from registration in that jurisdiction.
Gold Coast Securities, Inc. (GCS) and its licensed representatives may only transact business in any state if first registered, excluded or exempted from state broker-dealer, investment adviser, BD agent or IA rep registration requirements. Follow-up, individualized responses to persons in any state by GCS and/or its representatives that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation will not be made absent compliance with state broker-dealer, investment adviser, BD agent or IA rep registration requirements, or an applicable exemption or exclusion.
This site does not provide specific financial, insurance, legal, or tax advice and should not be relied upon as a basis for investment decisions. The information contained in this site is not designed to meet the specific needs of individual investors. We recommend that you consult with your investment professional, legal advisor and/or tax advisor concerning your own individual situation.
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