Legacy Protected
Navigating Estate Planning and Probate in Southern California
Welcome to *Legacy Protected*, the podcast by The Soto Law Group, dedicated to empowering Southern California families and business owners through essential insights on estate planning, probate, trust and probate litigation, and trust administration. In each episode, we’ll demystify the complex legal landscape that surrounds asset protection, inheritance preservation, and care for vulnerable family members.
We’ll answer questions such as:
- What is the difference between a Will and a Trust, and why do so many people confuse them?
- Why do I need a Trust?
- What is Probate, and how can it affect my estate?
- What is the difference between a revocable and an irrevocable trust?
- Who should be the Trustee or Executor in our estate plan?
- When should our children be allowed to take charge of their inheritance?
- Should the Guardian of our children also manage their financial affairs?
Join us as we discuss the customized strategies that can shield your legacy, safeguard minor children, and provide peace of mind for you and your loved ones. Whether you’re planning for the future, facing probate, or supporting an elderly loved one, we offer expert guidance and compassionate solutions to help you protect what matters most.
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 California trust administration, from gathering assets and notifying beneficiaries to filing tax returns and formally closing the trust. She covers what trus...
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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 Soto breaks down California trust administration from the ground up, covering what it actually means to hold a fiduciary title, how to gather and transf...
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Business succession planning is where California business owners lose the most money — and most of them never see it coming. In this episode, DeDe Soto, estate planning attorney and founder of the Soto Law Group, walks through the legal tools that protect a business through ownership transfer: LLCs,...
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In this episode of Legacy Protected, DeDe Soto breaks down everything California business owners need to know about business succession planning — and why most of them aren’t as prepared as they think. From LLCs without operating agreements to S corporations with no estate plan attached, DeDe walks...
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Probate in California is expensive, time-consuming, and — with the right planning — almost entirely avoidable. In this episode, DeDe Soto breaks down three proven strategies for keeping your estate out of probate court: revocable living trusts, beneficiary designations, and the often-misunderstood r...
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Transferring real estate in Newport Beach involves far more than just signing over a deed — and DeDe Soto breaks down everything families need to know. From passing vacation homes and rental properties to the next generation, to navigating the messy realities of multi-generational and out-of-state o...
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