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Archive for Month: February 2026

Why Real Estate Drives Estate Planning in Southern California

In Orange County and throughout Southern California, real estate is often a family’s largest asset. Many homeowners purchased property decades ago for a fraction of

Wills vs. Trusts: How to Choose the Right Tool to Protect the People You Love

When you begin thinking about estate planning, one of the first questions you might ask is whether you need a will, a trust, or both.

009: How to Transfer Real Estate in California Without Triggering Massive Capital Gains or Property Tax Reassessment

In this episode of Legacy Protected, DeDe Soto breaks down one of the most important estate planning issues facing Southern California families: how to transfer

Avoid Living Probate: How to Keep Guardians and Conservators Out of Your Estate

While many proactive individuals understand the importance of having a comprehensive estate plan, they often assume that their plan addresses only what happens after they

The Growing Role of AI in Legal Work

Artificial intelligence has quickly become a common tool in many professional fields, including law. In estate planning and probate matters, AI can help streamline administrative

Frozen Accounts, Court Delays, and Grief: What Happens in the Probate Process

Your mom told you not to worry; she had everything handled. You were her power of attorney, helping her pay bills and manage her accounts.

Emotions the Estate Planning Process Can Bring Up and How to Address Them

People often have a ready list of reasons—or depending on how you look at it, excuses—for putting off completing their estate plan: “I just haven’t

008: The Truth About AI, Probate, and Do-It-Yourself Wills in California with Shanda Beach

Artificial intelligence is everywhere right now, but how much can you really trust it when legal decisions are on the line? In this episode of

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