Having a elder care focused CPA is a game changer. Read our elder care accounting, fiduciary, & tax services success stories here.
For over 25 years, we have been in the business of helping our clients with their financial matters. In our many years of experience, we’ve seen even the most complex of family situations. In one instance with the Jones Family, … 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
Mom and Dad had a trust and they chose their oldest child, who lives three hours away, as their successor trustee. When Mom and Dad died, the oldest child took over the bank accounts, brokerage accounts and got in touch … Read More
Miss H celebrated her 103rd birthday. When she was first brought to my attention, she was living by herself in her own home. Even though she had family nearby, they didn’t see her unless they wanted money. They didn’t keep … Read More
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