Estate planning is for everyone. Planning your estate is not just about having the proper documents prepared and estimating the tax liability.

Family estate planning is a way to demonstrate your care for your loved ones, to ensure that they are properly provided for, and to direct the orderly distribution of your family’s wealth.

Moorman and Company’s approach emphasizes pre-mortem planning, helping clients structure their estates during their lifetimes. This method provides both the greatest flexibility and peace of mind, allowing our clients to participate fully in their own wealth preservation and the future well-being of their families.

----- Select Articles on Family Estate Planning ----- 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 ––––––––– 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.