Cori B. JonesJan 20, 20211 minCounty of SLO Public Libraries Offer Free Deliveries to SeniorsDo you know a senior who could benefit from library materials delivered to their home? A free service offered by the County of SLO Public...
Cori B. JonesNov 5, 20191 minWhat 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...
Cori B. JonesNov 1, 20192 minPlan 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...
Cori B. JonesOct 31, 20193 minSUMMARY 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...
Cori B. JonesOct 1, 20192 minWhat to Expect During a Probate or Trust Administration in CaliforniaIf 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...
Site AdminAug 11, 20153 min5 Must Have Estate Planning DocumentsBY BRUCE W. FRASER AUG 11, 2015 – 1:30pm ET In order to implement a careful estate plan for their clients, advisors must ensure that...