Personal items accumulated over our lifetimes may be left in estate planning limbo when we pass away. You may have kept many personal effects and everyday items more for sentimental reasons than for financial value, such as your clothing, jewelry, books, quilts, collectibles, and religious items. Each item we leave behind tells part of the […]

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Most California business owners are experts at building their businesses. Very few are experts at protecting them. Succession planning remains one of the most overlooked areas of estate planning — and the consequences of ignoring it can be devastating for families, employees, and the businesses themselves. Why Business Owners Avoid Succession Planning The most successful […]

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The title of trustee implies that this position should be held by someone you find trustworthy, and for good reason. Serving as a trustee of a trust carries significant responsibility and duty not just to you as the trust’s creator but also to the beneficiaries who depend on accurate, faithful administration. While being named a […]

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Key Takeaways Introduction If you own property or have meaningful assets in California, probate is not a distant legal concept — it is a real risk that affects families at every income level. In this episode of the Legacy Protected podcast, estate planning and probate attorney Romelia “DeDe” Soto of The Soto Law Group walks […]

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