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Archive for Day: August 7, 2026

How to Protect Your Children with a Legal Guardianship Plan in California

KEY TAKEAWAYS Most parents assume that having a will means their children are protected. It’s a reasonable assumption — but it’s also one of the

What Is a Special Needs Trust and Why Might Your Family Need One?

KEY TAKEAWAYS For families raising a child with a disability, the love and care they provide every single day is extraordinary. But one question tends

Trust Administration in California: A Step-by-Step Guide for Trustees

KEY TAKEAWAYS In this episode of Legacy Protected, estate planning and trust administration attorney Romelia “DeDe” Soto of The Soto Law Group walks through one

Business Succession Planning in California: Don’t Leave It to Chance

Key Takeaways Introduction If you own a business in Newport Beach, Huntington Beach, or Irvine, chances are you spend most of your energy growing that

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