Legacy Protected: Navigating Estate Planning and Probate in Southern California
R. DeDe SotoWelcome 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 famil... more
| Publishes | Twice monthly | Episodes | 14 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | EducationHow ToGovernment | |||
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Latest Episodes
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 pr... more
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 corp... more
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, benef... more
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 ... more
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 high-value real estate without triggering unnecessary taxes. With property values soaring... more
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 Legacy Protected, host DeDe Soto sits down with attorney Shanda Beach of Beach Law Group to unpack the real... more
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 Shanda Beach, founder of a Newport Beach business litigation boutique, the conver... more
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 the unique financial, tax, and family dynamics that come with significant wealth. From evolving federal est... more
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