County of SLO Public Libraries Offer Free Deliveries to Seniors
Do you know a senior who could benefit from library materials delivered to their home? A free service offered by the County of SLO Public...
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Cori B. Jones
- Nov 5, 2019
- 1 min
What happens to my 401K?
We are often asked “What happens to the funds in my 401K when I die?” Whether you have a trust, a will, or nothing at all in place, the...
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Cori B. Jones
- Oct 31, 2019
- 2 min
Plan my own funeral?!
For most of us, the idea of planning for our own funeral is off putting, at best. However, advanced planning is one of the best ways for...
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Cori B. Jones
- Oct 31, 2019
- 3 min
SUMMARY OF THE CALIFORNIA TENANT PROTECTION ACT (AB 1482)
LEGISLATIVE HISTORY OF RENT CONTROL IN CALIFORNIA Prior to the enactment of the Costa-Hawkins Act in 1995, local governments were...
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Cori B. Jones
- Oct 1, 2019
- 2 min
What to Expect During a Probate or Trust Administration in California
If you have been named the executor of a will or the trustee of a trust and the time has come for you to perform the duties of executor...
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Site Admin
- Aug 11, 2015
- 3 min
5 Must Have Estate Planning Documents
BY BRUCE W. FRASER AUG 11, 2015 – 1:30pm ET In order to implement a careful estate plan for their clients, advisors must ensure that...
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