Site Map
- » About Us
-
» Practice Areas
- - Practice Areas
- - Probate
- - Trust Administration
- - Conservatorships
- - Estate Planning - Special/Supplemental Needs Trust
- - Special Needs/Supplemental Trusts
- - Estate Planning - Child Protection Plans
- - Naming Guardian/Child Protection Plans
- - Will & Trust Disputes/Beneficiary Representation
- - Will and Trusts Disputes - Litigation
- - Inheritance Rights/Beneficiary Representation
- - Estate Planning - Business Successions
- - Business Planning and Succession
- - Estate Planning - Transfer Real Estate
- - Real Estate Deed Transfers
- - Will & Trust Disputes Attorney in Newport Beach, CA
- - Inheritance Rights Attorney in Newport Beach, CA
- - Estate Planning Attorneys in Indian Wells
- - Estate Planning
-
» News/Blog
- - Our Blog
- » Contact Us
-
» Events
- - Podcast
- » Podcast
-
» Blog
- - 001: Securing Your Legacy: Ensuring Your Family's Future Through Estate Planning with DeDe Soto
- - 002: The Big F Word: Funding (And How to Fund Your Trust)
- - 003: Safeguarding Your Child’s Future: Expert Insights on Estate Planning and Legal Tools
- - 004: The Real Cost of Probate in California: What Newport Beach Families Must Know
- - 005: Blended Families, High-Value Homes & Probate: Expert Strategies to Protect Your Legacy in Newport Beach
- - 006: Estate Planning Strategies for High Net Worth Families in Newport Beach
- - 007: Trust and Business Litigation Issues with Shanda Beach
- - 12 Estate Planning Blunders You Cannot Afford to Make
- - 3 Interesting Modern Business Succession Topics
- - 3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea
- - 3 Simple Ways to Avoid Probate Costs
- - 4 Estate Planning Questions to Get Started
- - 4 Main Classifications for Children with Special Needs
- - 4 Tips to Avoid a Will or Trust Contest
- - A Concerning Trend Shows Women Don’t Make Financial Decisions
- - A Family Business is Not an Easy Career
- - Add Balance to Your Incentive Trust
- - Advantages You Get with a Multi-Generational Business
- - Are You a New Parent? Take These 5 Estate Planning Steps
- - Are you ready for the Estate Tax Exemption to Sunset in 2025?
- - Asset Protection Tips You Can Use Now
- - Avoid These Common and Expensive Mistakes: How to Leave Assets to Minor Children
- - Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations
- - Bringing Children Into Your Company Can Be Difficult
- - Can You Disinherit Your Spouse After Divorce?
- - Can You Ever Alter An Irrevocable Trust?
- - Can Your Child Actually Run Your Company?
- - Choosing the Right Trust for Your Situation
- - Chronic Illness Can Influence Estate Planning
- - Consider These 10 Areas When Setting Up an Estate Plan
- - Different Family Businesses Need Difference Succession Plans
- - Divorce May Change What People Leave to their Kids
- - Do Employees Stay As Your Business Changes Hands?
- - Do I Need a Will or a Trust?
- - Do It Now: Name a Guardian for Your Minor Children
- - Do Wealthy People Live Longer?
- - Do You Go By Different Names? Ensure That Your Estate Planning Attorney Knows
- - Do You Think of Estate Planning as an Issue for Women?
- - Does Birth Order Matter in Business Succession?
- - Does Treating Your Children Fairly Mean Unequal Inheritances?
- - Don’t Let Beneficiary Designations Become Outdated
- - Don’t Let Your Estate Plan Became Outdated
- - Enriching Life with a Third-Party Special Needs Trust
- - Estate Planning After Getting Married Again
- - Estate Planning Basics for Newlyweds: How to Prepare for the Unexpected
- - Estate Planning Before Alzheimer’s
- - Estate Planning Can Be an Investment in Your Family
- - Estate Planning Can Leave A Legacy Beyond Just Your Assets
- - Estate Planning During Divorce: Lessons from Shannen Doherty’s Legacy
- - Estate Planning for a Child with Special Needs
- - Estate Planning for Beneficiaries with Substance Abuse Issues
- - Estate Planning for Doctors
- - Estate Planning Steps To Get You Started
- - Estate Planning Truths: Debunking Common Misconceptions
- - Few Family Businesses Make It to the 4th Generation
- - Funding a Trust as Part of Your California Estate Plan
- - Giving the Kids Money Now Could Massively Change Your Estate Plan
- - Handling a Loved One’s Debts After They Die
- - Have You Checked Your Beneficiary Designations Lately?
- - How Can You Plan to Make Your Business Last?
- - How Fast Do People Spend An Inheritance?
- - How to Choose a Conservator for Yourself
- - How to Choose the Right Agents for Your Incapacity Plan
- - How to Keep Wealth in Your Family for Generations
- - How to Pick a Trustee, Executor, and Agent under a Power of Attorney
- - How to Protect Assets During a Recession
- - If You Worry About Leaving Money to the Kids, Test Them First
- - In Can Help For Children to Have Outside Work Experience
- - Is an Income-Tax Time Bomb Lurking in Your Estate Plan?
- - It Take Times to Get the Kids Ready to Take Over Your Company
- - Kids Often Feel Pressure to Take Over the Family Business
- - Left Out of Your Parent’s Estate Plan? What You Need to Consider
- - Misconceptions about Estate Planning
- - More People are Having Children Later in Life
- - Newport Beach Probate – How Long It Takes and What It Really Costs
- - Pet Trusts: Your Pets Need a Plan Too
- - Planning for the Unthinkable: Essential Tools for Parents of Minor Children
- - Protecting Assets During Divorce Matters for Financial Stability
- - Questions to Ask When Passing a Business to Your Family
- - Remember, Your Family Doesn’t Have to Get Your Business
- - Should I Buy a Home with Someone Other than a Spouse?
- - Should I Include My Unborn Child in My Estate Plan?
- - Should Your Child’s Guardian and Trustee Be the Same Person?
- - Small Business Statistics in the United States
- - Staying in Your Home to Leave it to Your Children
- - Students Have More Than $1 Trillion in Debt
- - Surprise! You Cannot Easily Disinherit Your Spouse
- - Talk to Your Heirs About End-of-Life Wishes
- - The 5 Essential Documents of Estate Planning
- - The Assistance Your Special Needs Heir Requires May Depend on Age
- - The Big Reasons Why Life Expectancy Keeps Falling
- - The Biggest Reason Women Must Know About Estate Planning
- - The Importance of Avoiding Probate
- - The Life-or-Death Decisions Your Family Shouldn’t Have to Make Alone
- - The Most Dangerous Estate Planning Myth
- - The Odds Are Stacked Against Your Family Business
- - The One Big Beautiful Bill: What It Means for Your Family’s Financial Future
- - The Reality of How Many People Do Estate Planning
- - The Terms of a Trust Specify How the Money Can Be Used
- - The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits
- - The Unexpected Challenges of Being an Estate Executor
- - The Wrong Successor Trustee Can Derail Your Final Wishes
- - These Tips Can Make Life Easier If Your Child Has Special Needs
- - Things to Consider When Selling the Business to a Child
- - Till Death or Divorce: Why You Need to Plan Now for Your Relationship’s End
- - Treating Children Fairly Does Not Necessarily Mean Equally
- - Understanding the Details of a California Special Needs Trust
- - Update All Beneficiaries at the Source, Not in Your Will
- - Updating Your Estate Plan For Divorce: 5 Changes To Make
- - Welcome to Legacy Protected!
- - Welcome to our Blog
- - What Can You Do With Your Estate If You Don’t Have Children
- - What Exactly is a Successor Trustee and Who Should Be Yours?
- - What Type of Living Trust is Right for Me?
- - What You Need To Do Prior To Your Special Needs Child Turning 18 Years Old
- - What’s Unique About Estate Planning for Women?
- - When a Trustee Becomes a Burden: Knowing When to Fire Them
- - When Is Probate Required?
- - When Should You Update an Estate Plan?
- - Where Is the Best Place to Store Your Original Estate Planning Documents?
- - Where Will Your Special Needs Child Live As An Adult?
- - While You Are Working on Your Golf Game, Don’t Forget to Work on Your Estate Plan
- - Who Are the Most Popular Guardians for Children?
- - Who Needs an Estate Plan?
- - Why a Trust for Your Child Should Mature with Your Child
- - Why Divorced Women With Children May Want to Make a Trust
- - Why Reviewing Your Trust Regularly Isn’t Optional—It’s Essential
- - Will You Have a Second Home to Leave Your Kids?
- - With Grandchildren, Money Left May Be Money Spent
- - Women Have Estate Planning Challenges Men Do Not Face
- - Women Live Longer Than Men: Get Your Estate Plan in Order
- - You May Save If You Wait Until After Death to Sell Your House
- - You Must Consider Your Finances When You Start a Family
- - Your Will Becomes Especially Important When You Have Kids
The Soto Law Group serves clients in Newport Beach, Huntington Beach, Irvine, Orange County, Riverside County, Coachella Valley area and throughout surrounding California communities.