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.
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 conversation pulls back the curtain on how contentious family and shareholder disputes unfold behind the scenes. Together, they break down why settlement is often…[...]
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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 estate tax exemptions and gifting strategies to advanced planning tools like irrevocable trusts, LLCs, and asset protection structures, this conversation…[...]
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005: Blended Families, High-Value Homes & Probate: Expert Strategies to Protect Your Legacy in Newport Beach
Dec 24, 2025
Unlock the mysteries of the probate maze and empower yourself with the knowledge to navigate Orange County's complex legal landscape. Join DeDe Soto as we unravel the intricacies of the probate process, shedding light on the pitfalls of self-representation and the significant delays caused by a congested court system. This episode guides you through the legal nuances and potential tax…[...]
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Unlock the secrets of navigating the probate process in Southern California with DeDe Soto. Discover the essential steps to protect your legacy and smoothly distribute assets, as we tackle the complexities of probate in areas like Newport Beach, Costa Mesa, and Irvine. This episode peels back the layers of probate’s often grueling timeline, exacerbated by pandemic-related court slowdowns and family…[...]
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003: Safeguarding Your Child’s Future: Expert Insights on Estate Planning and Legal Tools
Dec 4, 2025
Unlock the keys to safeguarding the future of your special needs child with expert insights from DeDe Soto of the Soto Law Group. We'll navigate the complex world of estate planning, highlighting common pitfalls that can impact your child's access to essential benefits. Discover why custodial and California ABLE accounts may not always be the right choice, and learn how…[...]
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Unlock the secrets to protecting your legacy and ensuring financial peace of mind with DeDe Soto from the Soto Law Group. You'll gain valuable insights on the critical role of trust funding and asset protection in estate planning. Learn why transferring asset ownership to a trust and designating beneficiaries can be the key to bypassing the costly and cumbersome probate…[...]
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001: Securing Your Legacy: Ensuring Your Family’s Future Through Estate Planning with DeDe Soto
Dec 3, 2025
Unlock the secrets to preserving your legacy in this inaugural episode of "Legacy Protected" with DeDe Soto of the Soto Law Group. Discover the critical importance of estate planning and the real-life consequences of procrastination, as DeDe unravels common misconceptions around wills and trusts. Through her personal journey and professional insights, she emphasizes the urgency of planning ahead to ensure…[...]
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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:-…[...]
Continue Reading
The Soto Law Group serves clients in Newport Beach, Huntington Beach, Irvine, Orange County, Riverside County, Coachella Valley area and throughout surrounding California communities.