Elder care is another service provided by Moorman and Company. By assisting the older client in planning and management services so that they may remain in their homes as long as possible, we provide another beneficial service for our clients.

Because Moorman and Company has always attempted to provide a "one stop" service, elder care is a natural part of the firms "Family Office Functions."

--------------- Select Articles on Elder Care --------------- Financial Documents Checklist Annual Gifting The Family Partnership Financial Road Map for your 509qPs Irrevocable Life Insurance Trusts Living Trusts Reduce Your Estate Tax Role of Estate Executor Step Up in Basis Section 529 Plans Loans Between Parents and Children The $100,000 Gift Loan Retiring Well The Wealth Cycle Choosing A Retirement Home Are You Ready For An Investment Advisor? Sell Your Property and Defer the Tax with an Installment Sale ------------ Select Additional Articles ------------

Moorman and Company, an accounting and personal financial management firm based in Palo Alto, serves the San Francisco Bay Area, Peninsula, and Silicon Valley from Hillsborough to Saratoga-Los Gatos, including Atherton, Menlo Park, Los Altos, Los Altos Hills, and Cupertino.