Having a elder care focused CPA is a game changer. Read our elder care accounting, fiduciary, & tax services success stories here.
Mr. and Mrs. E are in their late eighties. They have lived much longer than they anticipated and are now getting tired of their financial paperwork. Their daughter knew her parents needed help, but she also needed to manage her … Read More
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
I was called into a meeting with an attorney and Client C. Her son was in jail charged with financial abuse for taking large sums of his Mom’s money and spending it on his “toys”. A trust was being drafted … Read More
An attorney called me about Client B. He was working on her trust documents and she needed some help. We set up an appointment for Client B to visit with me along with her daughter, who lived out of state. … Read More
Client: A was very involved in the community; she attended many meetings here in Riverside and in other cities. She also had friends and family all over the country and liked to travel. She was in her early seventies when … Read More
