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Archive for Month: March 2026

What Happens If You Die Without a Will in California?

Death is an inevitable part of life, yet many people delay or overlook the importance of estate planning. If you reside in California, understanding what

Why Most California Estates End Up in Probate — And How to Avoid It

Probate is one of the most expensive and time-consuming legal processes a California family can face after losing a loved one. What surprises most people

How to Choose the Initial Trustee of Your Trust

When you establish a trust, you nominate someone to be the trustee. If you are creating a revocable living trust, you will likely be the

011: 3 Proven Strategies to Keep Your California Estate Out of Probate Court

Probate in California is expensive, time-consuming, and — with the right planning — almost entirely avoidable. In this episode, DeDe Soto breaks down three proven

Creative Uses for a Loved One’s Stuff

The average American owns a great deal of stuff: toys, clothing, furniture, shoes, jewelry, dishware, tools, knickknacks, gadgets, books, papers. Trinkets from trips we may

Protecting What You’ve Built: A Guide to Transferring Real Estate in Newport Beach

For many Southern California families, real estate is the most valuable asset in an estate. But transferring property — whether a vacation home, rental, or

Estate Planning for High-Net-Worth Families in Newport Beach

Key Takeaways The estate tax exemption will rise to $15 million per individual in 2026, but advanced planning is still essential to avoid the 40%

How to Get Organized to Meet with Your Estate Planning Attorney

How to Get Organized to Meet with Your Estate Planning Attorney You have decided to meet with an estate planning attorney to get your affairs

010: Transferring Property in Newport Beach: Trusts, LLCs, and Family Dynamics Explained

Transferring real estate in Newport Beach involves far more than just signing over a deed — and DeDe Soto breaks down everything families need to

Estate Planning Mistakes Orange County Families Make

Estate planning is a crucial process for families in Orange County, ensuring that your assets are distributed according to your wishes and that your loved

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