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Archive for Category: Podcast

015: Trust Administration in California: What Every Trustee Needs to Know Before They Start

When a loved one dies and you’re named successor trustee, the clock starts immediately. In this episode, DeDe Soto breaks down the full arc of

014: What Every Trustee Needs to Know About Managing a Trust in California

Becoming a trustee after losing a loved one is stressful enough without also discovering you have a legal minefield to cross. In this episode, DeDe

013: How California Business Owners Can Transfer Wealth, Protect Assets, and Avoid Probate Court

Business succession planning is where California business owners lose the most money — and most of them never see it coming. In this episode, DeDe

012: Business Succession Planning in California: What Every Business Owner Needs to Know Before It’s Too Late

In this episode of Legacy Protected, DeDe Soto breaks down everything California business owners need to know about business succession planning — and why most

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

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

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

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

007: Trust and Business Litigation Issues with Shanda Beach

In this episode of Legacy Protected, host DeDe Soto explores what really happens when probate and trust disputes collide with high-stakes business litigation. Joined by

006: Estate Planning Strategies for High Net Worth Families in Newport Beach

In this episode of Legacy Protected, we take a deep dive into estate planning strategies tailored for high net worth families, with a focus on

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