If you are the beneficiary of a trust, you should know everything that a trustee can and should be doing for you. Trustees, as a professional fiduciary, must be capable of providing you a variety of accounting services to ensure … Read More
For those of us with living parents who are elderly seniors, it is possible that they will one day need help with their finances. Adult children should be aware of the signs that show they will need to step in … Read More
As the most experienced CPA in the Inland Empire specializing in caring for the financial and personal needs of elderly seniors, I have seen and heard of many types of scams. Unfortunately, these scams continue to victimize the elderly who … Read More
Technology Assistance for the Elderly Seniors are working longer for many reasons. Many of their jobs include using computers and the internet. When they retire, they continue to use those skills in various ways and enjoy the benefits of … Read More
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