In this episode of The Jones Zone, host Darryl Jones sits down with Brenda Leon and Carrie Flanders of Brea Olinda Unified School District to delve into just what exactly is MEASURE H. This in-depth examination of Measure H explores the benefits for Students and staff, while also addressing the safety of the funds being used properly and as promised. Whether you made your mind up or not on this tax measure, this episode establishes that there's more than meets the eye than a simple Yes or No on Measure H!

Episode Highlights:

• Lack of support for Brea Schools.
• Impact on local tax payers.
• Oversight on the funds.
• The impact on Brea schools if Measure H does not pass.
• The major challenges the bond aims to address.
• Public concerns on bonds.
• Better educational facilities, increased property value, and enhanced community pride
• Resources for assisting student mental health and well-being.

Key Questions Asked:

• What is Measure H, and why is it needed?
• How will Measure H impact local tax payers?
• Are there any safeguards in place to ensure the bond funds will be spent as intended?
• How does this bond compare to past school bonds?
• What happens if Measure H does not pass?
• How will the bond improve the quality of education for its students?
• What are the long-term benefits of the bond for the community?
• What initiatives are in place to address student mental health and well-being?
• How does the board balance the needs of the students with the concerns of the teacher and the staff?
• How does the board engage with parents and the community in decision-making?

Guest Information:

Brea Olinda Unified School District

Brinda Leon - bleon@bousd.us

Carrie Flanders - cflanders@bousd.us

Website: https://www.yesonh4breaschools.org/

Contact Darryl:

Darryl & JJ Jones Real Estate

Email: darrylandjj@gmail.com

Phone: (714) 713-4663

In this episode of The Jones Zone, host Darryl Jones is joined by Amanda Horner, the fire marshal for Placentia Fire and Life Safety. With wildfires becoming a common occurrence, Amanda shares valuable tips on how homeowners can fireproof their homes (as much as possible), focusing on everything from landscaping to roofing and building materials. The conversation covers structural upgrades, defensible space, and how to protect homes from the growing threat of wildfires in California.

Episode Highlights:

• Importance of educating yourself and your neighbors about fireproofing requirements
• Upgrading vents to reduce the risk of embers entering your home
• Defensible space around homes: what vegetation to plant and avoid
• Structural upgrades like fire-resistant roofing and window materials
• Proper storage of firewood and combustible materials
• Regulations and grants for homeowners looking to fireproof their properties

Key Questions Asked:

1. What are the most effective measures homeowners can take to fireproof their homes?
2. What are defensible spaces, and how do they help prevent fires?
3. How can homeowners upgrade their home structure to resist fire, such as roofing and windows?
4. What role does landscaping play in fireproofing a property?
5. Are there any grants or incentives for homeowners who invest in fireproofing their property?
6. What should families do to prepare an evacuation plan in the event of a fire?

Contact Darryl:

Darryl & JJ Jones Real Estate

Email: darrylandjj@gmail.com

Phone: (714) 713-4663

Contact Amanda Horner:

Fire Marshal for Placentia Fire and Life Safety Department

LinkedIn: https://www.linkedin.com/in/amanda-horner-080a9066/

Welcome back to The Jones Zone! In this episode, we continue our conversation with real estate tax attorney, Michael Kelly. If you missed Part 1, be sure to check it out before diving into today's discussion.

In Part 2, we explore the complexities of transferring property into trusts, avoiding property reassessments, and how Prop 19 affects inheritance in California. Michael answers listener questions, offering expert insights on how to handle property transfers to preserve wealth and avoid unnecessary tax implications.

Episode Highlights:

• Transferring Property into Trusts: Michael explains the difference between revocable and irrevocable trusts and how each impacts property taxes in California.
• Avoiding Reassessments: Steps you can take to transfer property into a trust without triggering a property tax reassessment, and why being proactive with your paperwork is crucial.
• Prop 19’s Impact: How Prop 19 affects the inheritance of family homes and investment properties, and the strategies you can use to minimize tax burdens for your heirs.
• Listener Q&A: Michael answers questions from listeners, covering topics such as:

Key Questions Asked:

1. What tax implications should someone consider when transferring real estate into a trust?
2. Does transferring property into a revocable or irrevocable trust affect property tax assessments?
3. Should homeowners transfer properties before or after the death of their parents if they have a terminal illness?
4. How can multiple inherited properties be kept as passive income by siblings, and what are the tax considerations under Prop 19?
5. How can families avoid paying stepped-up property taxes when inheriting income property under Prop 19?

Contact Darryl:

Darryl & JJ Jones Real Estate

Email: darrylandjj@gmail.com

Phone: (714) 713-4663

Contact Michael:

Michael Kelly

Email: michael@apataxlaw.com

Phone: (818) 553-1300

In this first part of a two-part series of The Jones Zone, Darryl Jones is joined by Michael Kelly, a real estate property tax attorney, to explore the intricate world of California property taxes. They take a deep dive into the key provisions of Prop 19 and its impact on property transfers, focusing on crucial topics like parent-to-child exclusion, property value transfers, and the major changes that have affected homeowners since the law passed in 2021. Michael provides clarity on how these laws impact Californians, offering actionable insights to help homeowners navigate their real estate decisions.

Episode Highlights:

• Prop 19 has significantly impacted how Californians can transfer property to their children, capping the value of properties and imposing reassessment limitations.
• Michael Kelly breaks down how homeowners over 55 can benefit from Prop 19's base year value transfer, but he also highlights new challenges.
• Strategies for minimizing tax increases and staying compliant with California property tax laws.

Key Questions Asked:

1. What are some key factors that lead to property tax reassessments in California?
2. What is the impact of Prop 19 on inherited properties, especially when transferring ownership between parents and children?
3. Can you explain how Prop 13 affects property taxes in California and what homeowners need to know?
4. What steps can be taken to avoid property tax reassessments when transferring property into trusts?
5. What are the implications of moving properties into legal entities such as LLCs or partnerships for tax purposes?

Contact Darryl:

Darryl & JJ Jones Real Estate

Email: darrylandjj@gmail.com

Phone: (714) 713-4663

Contact Michael:

Michael Kelly

Email: michael@apataxlaw.com

Phone: (818) 553-1300

In this episode of The Jones Zone, host Darryl Jones sits down with Stephanie Kitzes, an experienced estate planning attorney, to dive deep into the complexities of real estate ownership and planning in California. Stephanie brings her wealth of knowledge to the table, offering crucial advice on how to protect your real estate assets, avoid probate, and ensure a smooth transition of property to heirs. Whether you're a homeowner, a real estate investor, or someone interested in estate planning, this episode is packed with practical advice and actionable insights. Don’t miss out on learning how to safeguard your real estate investments and ensure they benefit your loved ones.

Episode Highlights:

• The different ways to hold title in California and the implications of each method.
• Why placing real estate into a trust is vital for avoiding costly probate and ensuring your property is managed according to your wishes.
• Common mistakes homeowners make when transferring property into a trust and how to avoid them.
• The impact of Prop 19 on inherited properties and what homeowners can do to protect their assets.
• The importance of working with a qualified estate planning attorney to avoid pitfalls that could cost your family time and money.

Key Questions Asked:

• What are the key benefits of holding real estate in a trust compared to other forms of ownership?
• What happens to real estate when the title is not held in a trust and the owner passes away?
• How does the probate process work in California, and what are the typical timeframes and costs associated with it?
• How does holding title in a trust affect property taxes in California, particularly with Proposition 19?
• What steps should homeowners take to ensure their title is held in a trust properly?

Guest Information:

Stephanie Kitzes

Email: stephanie@kitzeslaw.com

Phone: (949) 517-2275

Website: https://kitzeslaw.com/

Contact Darryl:

Darryl & JJ Jones Real Estate

Email: darrylandjj@gmail.com

Phone: (714) 713-4663

In this episode of The Jones Zone, host Darryl Jones sits down with Liz Nelson the marketing director at Morningside Retirement Community in Fullerton. Liz shares her insights into the benefits of choosing a life plan community for retirement, covering everything from the luxurious amenities to the comprehensive healthcare options available to residents. We discuss the importance of planning ahead, the financial considerations, and the peace of mind that comes with being part of a supportive, vibrant community. If you’ve been interested or want to learn more about retirement communities, this is an episode you will not want to miss!

Episode Highlights:

• Introduction to Morningside
• Living Arrangements and Costs
• Amenities and Lifestyle
• Health Care Services
• Community and Socialization
• Personalization and Pets
• Security and Peace of Mind

Key Questions Asked:

• What types of living arrangements are available, and what are the costs associated with each?
• What amenities and services are included in the monthly fee?
• Are there any additional fees for certain activities or services?
• What healthcare services are available on-site, and how are they managed?
• How does the community handle medical emergencies?
• What is the process for moving from independent living to assisted living or other care levels?
• What are the benefits of moving to a senior living community sooner rather than later?

Guest Information:

Liz Nelson

Email: NelsonL@msretirement.com

Website: https://morningsideoffullerton.com/

Contact Darryl:

Darryl & JJ Jones Real Estate

Email: darrylandjj@gmail.com

Phone: (714) 713-4663

In this episode of The Jones Zone, host Darryl Jones sits down with Larry Carton, a seasoned real estate agent in Las Vegas, Nevada. Larry shares his experiences and expert insights on the real estate market in Las Vegas, highlighting the pros and cons of relocating from California to Nevada. They discuss the current state of the housing market, key benefits of living in Las Vegas, the community atmosphere, and the economic growth driven by new developments and industries.

Episode Highlights:

• Overview of the Las Vegas real estate market
• Comparison of living costs between California and Nevada
• Popular neighborhoods for new residents, including Summerlin and Henderson
• Impact of the remote work trend on housing demand
• Benefits of living in Las Vegas: lower housing costs, no state income tax, and more
• Recreational opportunities and outdoor activities around Las Vegas
• Health care and safety considerations for new residents
• Economic growth in Las Vegas, including new industries and job opportunities
• Tips for those considering a move to Las Vegas

Key Questions Asked:

• What are the current trends in the Las Vegas real estate market?
• What types of properties are most popular among buyers right now?
• How does the weather in Las Vegas impact daily life and home maintenance?
• Are there specific seasons when it's better to buy or sell a home in Las Vegas?
• How is the education system in Las Vegas, and what are some of the top schools?
• How is the healthcare system in Las Vegas, and are there good options for hospitals and clinics?

Guest Information:

Larry Carton

Email: LarryCartonRE@gmail.com

Website: https://www.lasvegashomes.com/agent/7146863389/larry-carton

Contact Darryl:

Darryl & JJ Jones Real Estate

Email: darrylandjj@gmail.com

Phone: (714) 713-4663

In this episode of The Jones Zone, host Darryl Jones sits down with James Laker and Rob Cromar from Ronival Real Estate to discuss the ins and outs of buying property in Cabo San Lucas, Mexico. The conversation covers everything from market trends, property prices and popular neighborhoods that people are moving to. They also discuss the culture and how easy it is to adjust even if you’re not fluent in Spanish. Whether you’re considering a vacation home, an investment property or a permanent move, this episode is packed with valuable insights!

Episode Highlights:

• Growth in the Cabo real estate market post-COVID-19.
• Popular areas and neighborhoods for purchasing property.
• The range of property prices and types available.
• Buying process for non-Mexican citizens, including financing options.
• Cost of living and utilities in Cabo.
• Safety, healthcare, and recreational activities in Cabo.
• Visa requirements for long-term stays.

Key Questions Asked:

• What are the current trends in the Cabo real estate market?
• What types of properties are most popular among foreign buyers?
• What are the property prices in Cabo, and how do they vary by location and type?
• How does the buying process differ from buying a home in the US?
• What are the costs associated with purchasing and maintaining a property in Cabo?
• What are the local crime rates and safety measures for tourists and residents?
• What are the healthcare options and costs for expatriates in Cabo?
• What are the recreational activities and amenities available in Cabo?
• What are the visa requirements for Americans looking to retire or stay long-term in Cabo?

Guest Information:

Ronival Real Estate

James Laker - jlaker@ronival.com

Rob Cromar - rcromar@ronival.com

Website: https://james.findmexicohouses.com/

Contact Darryl:

Darryl & JJ Jones Real Estate

Email: darrylandjj@gmail.com

Phone: (714) 713-4663