• Success Stories

AICPA vs Probate

A litigation attorney appeared in court for his client with an accounting for a trust. The accounting covered the period of 2008 to 2012 and was prepared by a CPA in the San Diego Area. The probate court rejected this … Read More

Blended Family

Mrs. G was in her 80s and had dementia. Her husband, Mr. G, took great care of her until he started experiencing his own medical problems and he eventually passed away. During her husband’s dying process, Mrs. G’s kids were … Read More

Planning Ahead

Miss D is 67 years old and has a malignant tumor. She stopped taking chemo about a year ago and is on Hospice care in her home. She has 24 hour care and, at this point, doesn’t recognize her best … Read More